A financial industry veteran based in Scarsdale, New York, Peter Pavlakis has overseen operations at Avenue Wealth Management as president and senior wealth advisor since 2019. He has gained extensive experience in meeting the needs of high-net-worth individuals while serving in this role, allowing him to provide tailored financial services and elevate the client experience. Peter Pavlakis collaborates with clients on various financial matters, including retirement and tax planning, risk management, and education funding.

Previously, Peter Pavlakis spent almost two decades at Charles Schwab and Co. as the vice president and senior private client consultant, he focused on developing new long-term client relationships and expanding business operations. He amassed a client asset portfolio valued at $2 billion and established a track record for quality results and extraordinary client service.

Peter Pavlakis earned a master of business administration from Western Governors University in Salt Lake City. As a student, he received the WGU Excellence Award for his superior performance in the graduate program. He also holds professional designations such as the certified financial planner designation with FP Canada.

Peter Pavlakis