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Ted Peters

Ted Peters
Financial Consultant Truist Investment Services, Inc.

1303 S Babcock St

Melbourne, FL 32901-3068

Ted.Peters@Truist.com

Phone 321-676-1147

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About me

Background

Ted Peters is a Vice President and Financial Consultant with Truist Investment Services, Inc., offering clients more than 30 years of financial services, retirement planning, and investment management experience. 

Ted focuses on advising clients on developing and implementing investment strategies to help them meet their immediate and future goals. The Lipman Peters Group of Truist Investment Services, Inc. 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. Ted also 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

BSBA Finance
Stetson University 2011

Personal Interests

A native of Chicago, IL, and a graduate of Stetson University, Ted is active in the local community. He enjoys time with family and friends, dogs, and sports.

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.

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

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

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