Peter Wicklund, CFA
Managing Director | Client Advisor | Seattle, WA
peter@freestonecapital.com
Phone
206.707.7312
206.707.7300
Fax
206.707.7399
Peter joined Freestone’s Client Advisor team in 2003. Peter works closely with clients to identify goals, develop plans and navigate investment solutions to ensure financial success. Prior to joining the firm, he served as Vice President at Merrill Lynch providing comprehensive wealth management services to affluent families and advising company profit sharing plans. Peter began his career as an officer in U.S. Bank’s trust department, where he managed personal and corporate trust relationships throughout the PNW region.
Education
Peter earned a BA in Business Administration, Finance from the University of Washington. He holds the Chartered Financial Analyst (CFA®) designation.
Outside Freestone
Peter has served on several non-profit boards in the Sun Valley and Seattle communities. Outside the office, he raises money for charities through his cycling foundation and actively enjoys outdoor pursuits with his family.
Recognition
Peter has been recognized by Five Star Professional as a Five Star Wealth Manager from 2012 to 2025.
CFA Institute is the owner of the certification marks “CFA®”. Use signifies that the user has successfully completed the CFA Institute initial and ongoing credentialing requirements for certification. For additional information visit Freestone’s Disclosure Page: https://www.freestonecapital.com/important-disclosures The Five Star Wealth Manager award is administered by Five Star Professional (FSP) and was issued on 2/1/2025 for the time period covering 5/15/2024 through 11/29/2024 (for methodology, click https://fivestarprofessional.com/ref/research/WM_ResearchMethodology.pdf). Freestone did not pay a fee to be considered for any award, although some publications may require payment of a fee for use of the awards in marketing materials.