Peter Velissarios
Virtual Premier Banker
2320 Cascade Pointe Blvd
Charlotte, NC 28208-6700
About me
Background
Peter Velissarios is a Virtual Premier Banker with 21 years of financial services experience. He uses a team-based approach to help clients follow a comprehensive, holistic, and strategic path to their financial planning goals, while delivering customized solutions and providing active relationship and risk management. In collaboration with a larger team, Peter takes the time to understand what’s important to his clients and their families. His daily purpose is to put his clients at the center of all he does, building their trust through high-touch attention, in-depth conversations, and technology.
Peter holds his Series 7 and 63 securities registrations and his South Carolina life and health insurance licenses.
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
