Theodore Peters

Theodore Peters
Vice President Financial Consultant Truist Investment Services, Inc.
The Central Florida Group of Truist Investment Services, Inc.

1303 South Babcock St

Melbourne, FL 32901

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 The Central Florida Gorup of 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 address their immediate and future goals. The Central Florida Group follows a disciplined process of assessing a client's financial situation, forming and executing an appropriate investment plan, and performing ongoing portfolio maintenance. Ted also consults on risk management, retirement planning, and other critical financial strategies.

Ted formerly served on the Boards of The King Center for the Performing Arts and Junior Achievement Space Coast.

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.

  • 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

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

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

  • 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

Locations

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