David R. Peterson
Managing Director
Financial Advisor
Private Client Group
Truist Investment Services, Inc.
Managing Director
Financial Advisor
Private Client Group
Truist Investment Services, Inc.
110 S Stratford Rd
Suite 502,
Winston Salem, NC 27103
About me
Background
As a Financial Advisor in the Winston-Salem office, with over 30 years in the investment business, David Peterson has developed portfolios to help his clients navigate risk while they reach for their retirement and investment goals. He uses education, communication, and building trust when he works with clients to determine their current and long-term financial strategies. Understanding his clients' risks and expectations are the foundations for constructing a high-quality, diversified investment plan.
David began his 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.
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Education
B.A., Business Management and Economics
North Carolina State University
1982
Personal Interests
David was born and raised in Winston-Salem and now calls Lewisville home. He’s part of a large family of 10 children in which sports was always a big factor. David played baseball at North Carolina State University, where he graduated with a bachelor’s in economics and business. After college, he played with the Boston Red Sox organization for several years before entering a career in investments.
He shares his commitment to and support for his community through a variety of activities, including the Lighthouse Project. Each year, David volunteers at Riverwood Therapeutic Riding Center, which provides activities for both children and adults with special needs. He 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, is a supporter of the Humane Society and an advocate for rescue dogs. Because fitness is important to him, he enjoys running in 5Ks for various charitable organizations to raise both awareness and support.
His hobbies include exercising, golf, and traveling.
Specialties
Risk management
Investment management
Investment planning
Locations
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Map
110 S Stratford Rd,
Suite 502, Winston Salem, NC 27103
Office hours
Mon–Fri: 9am–5pm ET Sat: Closed Sun: Closed
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