David Peterson

David R. Peterson
Financial Advisor Private Client Group Truist Investment Services, Inc.

110 S Stratford Rd

Suite 400,

Winston Salem, NC 27103

About me

Background

As a Senior Vice President and Financial Advisor in the Winston-Salem office, with over 30 years in the investment business, I’ve developed portfolios to help manage my clients’ risk while they reach for their retirement and investment goals. I use education, communication, and building trust when we work together to determine their current and long-term financial strategies. Managing both my clients’ risks and expectations are the foundations for constructing a high-quality, diversified investment plan. 

I began my career in 1987 at Wheat First Securities and joined Truist’s predecessor firm, BB&T Scott & Stringfellow, in 1996. 

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

Education

B.A., Business Management and Economics
North Carolina State University 1982

Personal Interests

I was born and raised in Winston-Salem and now call Lewisville home. I’m part of a large family of 10 children in which sports was always a big factor. I played baseball at North Carolina State University, where I graduated with a bachelor's in economics and business. After college, I played with the Boston Red Sox organization for several years before entering a career in investments.

I share my commitment to and support for my community through a variety of activities, including the Lighthouse Project: Each year, I volunteer at Riverwood Therapeutic Riding Center, which provides activities for both children and adults with special needs. I served on the Jeremy Long YMCA board for eight years, volunteered as an assistant coach for the Reynolds High School baseball team for five years, and, as a dog lover, I’m a supporter of the Humane Society and an advocate for rescue dogs. Because fitness is important to me, I enjoy running in 5Ks for various charitable organizations to both raise awareness and support. 

My hobbies include exercising, golfing, and traveling.

Specialties

  • 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.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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