LEARN MORE ABOUT Peter Gayle

Head of Client Services

Peter's Bio

Dedicated to delivering exceptional support to both advisors and clients, Peter brings a wealth of financial service experiences to Strategic Wealth Designers. Having previously served in executive positions for two globally recognized financial institutions, Peter’s broad knowledge spans many areas and disciplines, including wealth management, retirement planning, product development, operations, services, trading and more.

Peter earned his bachelor’s degree in economics from SUNY College at New Paltz, New York. Since then, he has passed his Series 7, 24 and 66 securities exams, allowing him to provide investment advice to clients.

“I wanted to be a professional baseball player, but my plan B — going to work on Wall Street and working in the financial services industry for my entire career — has been fun, exciting, challenging and a great joy for me,” Peter says.

Peter and his wife moved to Fort Myers, Florida, from New York in 2023 to enjoy the weather. They have been married since 1996 and have two adult children. Outside of work, Peter keeps an active lifestyle with activities ranging from tai chi to running. He also enjoys reading, traveling, movies, cheering on his New York sports teams and dabbling in various international cuisines.

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