Pete Muckley

Manager of Intermediated Marketing


Pete offers a combination of marketing strategy experience and hands-on expertise in developing effective marketing tools. His skill set lies in effective planning and implementation of core marketing plans to prospect target markets, capture market share, and accelerate revenue growth. Pete loves to develop and execute effective marketing tools, from inception to completion, to generate awareness of the company’s brand and value proposition.

Previous Roles

  • Managing Director, Institutional Marketing, Forum Investment Group
  • Axos Advisor Services, Vice President, Marketing
  • E*TRADE Advisor Services, Vice President, Marketing
  • Trust Company of America, Vice President, Marketing
  • Curian Capital, LLC, Vice President, Marketing

Education, Credentials, and Memberships

  • BS, Journalism University of Florida
  • Accredited Asset Management Specialist from the Institute for Wealth Management


Pete and his wife, Sue, love to hike and bike in the Rocky Mountains, travel, and spend time with their five grandchildren. Pete also serves on a non-profit committee that supports a school for underprivileged children in Liberia, Africa, where he has been involved in an onsite teacher-training program.

My goal each day is to help communicate and promote our unique value proposition and build our brand through the development of compelling marketing messages.