Peter Pavlakis is a Scarsdale, New York, financial professional who leads Avenue Wealth Management as President and Senior Wealth Advisor. Engaging with high-net-worth clients, he delivers knowledgeable portfolio strategies coupled with individualized recommendations. Among Peter Pavlakis’ capacities are tax, retirement, and estate planning. He also excels at designing education funding pathways for families.
Mr. Pavlakis’s abiding interest in investing began as a young child, when he grew up with a father who taught him the essentials of stock analysis. While studying commerce and finance at the University of Windsor in Ontario, he won a semester-long stock investment challenge that involved building a coordinated portfolio. From there, he gained foundational experience as a branch manager at TD Bank, providing day-to-day supervision of diverse staff activities and achieving sales targets.
For nearly two decades, Mr. Pavlakis held a senior advisory position with Charles Schwab & Co., where he worked with high-net-worth clients in understanding their long-term needs and objectives. He was successful in building a book of business that encompassed $2 billion in managed funds. In his free time, he is active with the Greek Orthodox Church and contributes to nonprofits such as Habitat for Humanity and the United Way of Westchester.