Meet the Team

Peter J. Ponzio

Senior Vice President

Retirement Plans

Pete has been involved in wealth management for nearly 40 years and has been with Penn Investment Advisors since the beginning. His primary focus is on retirement planning for individuals and businesses, and he says the best part of the job is the people. Outside of the office, Pete enjoys boating. He has been married for 34 years, has two adult children, and a new grandfather.

Get to Know Me:

  • Three words that help define you: Trustworthy. Honest. Family.
  • Alma Mater: Rutgers
  • Community Involvement: Mt. Laurel Rotary
  • Favorite Quote: “This country was not built on guarantees, but opportunities.”
  • What does Greater Good Banking mean to you: Personal service
  • Professional licensing or information: Investment and insurance licensed