Peter Velissarios
Virtual Premier Advisor
2320 Cascade Pointe Blvd.
Charlotte, NC 28208-6700
About me
Background
I am a Virtual Premier Advisor serving clients in the financial services industry since 2000, focused on helping individuals and families pursue their financial goals through a comprehensive, holistic approach to planning and wealth management. Working within a team-based advisory model, I collaborate with specialists to help deliver customized strategies centered on investment planning, risk management, and long-term financial confidence. I am committed to understanding what matters most to my clients, helping to place them at the center of every recommendation through thoughtful conversations, proactive service, and the effective use of technology.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Education
Personal interests
Specialties
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more
Wills, trust, wealth transfer, estate administration and settlement, and more
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
