Peter Protos

Peter J. Protos, CFP®
Financial Advisor Private Client Group Truist Investment Services, Inc.

1331 Johnson Ferry Rd

Marietta, GA 30068-2783

About me

Background

Peter Protos a Financial Advisor with Truist Investment Services, Inc., offers clients more than 18 years of financial services and investment management experience. Peter is a CERTIFIED FINANCIAL PLANNER™ professional and focused on advising clients on developing and implementing investment strategies to help them address their immediate and future goals. Peter follows a disciplined process of assessing a client's financial situation, forming and executing an appropriate investment plan, and performing ongoing portfolio maintenance to obtain measurable results. He consults on risk management, retirement planning, and other critical financial strategies. 

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

Education

Bachelor of Arts
Vanderbilt University 2002

Personal Interests

A graduate of Vanderbilt University, Peter lives full time in Smyrna, GA, with his wife and two children.

Specialties

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

  • 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

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

  • 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

To
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