All posts by Toni Peterson

Toni is the Market Executive for the Nevada Market at Merrill—a high-growth market that spans 4 offices, more than 90 Advisors with assets and liabilities of more than $15 billion. Toni serves as the National Chair Emeritus for the Merrill Women’s Exchange, a 7,000-member organization that provides a forum for networking, mentoring and collaboration. She also sits on the LGBTQ+ Executive Leadership Council at Bank of America. Toni is a 2020 recipient of Bank of America’s Global Diversity & Inclusion award.
Authors I-Q, LGBTQ

Affluent LGBTQ+ Community – with Toni Peterson

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Prioritize Living Fully

Overview of Research: In January 2024, Merrill Wealth Management published three studies examining the financial challenges, concerns and successes of the affluent Black/African American, LGBTQ+ and Hispanic-Latino communities in the United States. “Diverse Viewpoints: Trends Reports” builds on past research and uncovers how these groups navigated a tumultuous economic environment created by the fallout of the COVID-19 pandemic and rising inflation.

Bank of America partnered with Ipsos who gathered these insights using qualitative and quantitative techniques, including a 2023 survey of 1,000 members each from the affluent Black/African American, Hispanic-Latino and LGBTQ+ communities.   

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