Brock Peters

Brock Peters, CRPC®
Vice President Financial Consultant Private Client Group Truist Investment Services, Inc
The Clearfork Financial Group of Truist Investment Services, Inc.

5128 Apache Plume Road

Fort Worth, TX 76109

About me

Background

Brock joined Truist in 2018 following a 6-year career at Merrill Lynch and co-founded the Clearfork Financial Group of Truist Investment Services, Inc. in 2018. Brock considers himself fortunate to spend his career with the same group of amazing professionals: Don Bescher, Michelle Dees and Mary Kay Elliott, all of whom strive to provide a high level of service for their clients.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Business Administration
University of Arkansas Fort Smith

Personal Interests

Brock met his wife, Victoria, in Fort Worth where they continue to live today. Victoria is the founder and CEO of Long Game Consulting, LLC, and they are both active in the community by serving on several non-profit boards and committees. Their family enjoys traveling, playing golf together and being active through the Fort Worth Club. Brock also plays basketball and cycles in his spare time.

Accomplishments

Best-In-State Wealth Management Teams*
Forbes 2024

Each advisor is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: In-person interviews, industry experience, compliance records, revenue produced & assets under management. The award was presented for the years shown above and is based on the aforementioned criteria through the calendar year preceding the award date.

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