Christopher Peele

Christopher N. Peele
Vice President Wealth Advisor Truist Bank

3318 W Friendly Ave

3rd Floor,

Greensboro, NC 27410-4806

About me

Background

As a Wealth Advisor with Truist Wealth, Chris Peele serves as the relationship manager for affluent families, individuals, business owners, foundations, and endowments, helping them build and manage a comprehensive wealth management plan. His planning process is supported by a team approach that brings together specialists in financial planning, strategic credit, risk management, private banking, and estate planning.

Chris leads the team under the principle that great things don't just happen - they are built on hard work, commitment, and challenging yourself to do better. He holds himself accountable for recommending strategies with his clients' needs and goals in mind. These strategies are supported not only by the deep experience of the team, but by his highly attentive service and coordination of the vast resources of Truist Bank.

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

Education

Management - Minor in Business Administration
Elon University 2006 2010

Personal Interests

Chris is a native of eastern North Carolina, but has called Greensboro home since 2013. He volunteers his time as a Board Member for the Greensboro Symphony Orchestra and as a member of the Greensboro Sports Council. Outside of work, he enjoys cheering for the Elon and UNC Chapel Hill athletic teams, fishing the NC coast, cooking, and traveling with his wife, Chelsea, daughter, Etta, and hound dog, Chap.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

Accomplishments

Big Hitter Performance Award
SunTrust now Truist 2019
The Big Hitter Performance Award is based on production.
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