Brock Peters

Brock Peters, CRPC®
Vice President Financial Consultant Private Client Group Truist Investment Services, Inc
The Clearfork Financial Group of Truist Investment Services, Inc.

5128 Apache Plume Rd

Suite 340,

Fort Worth, TX 76109

Brock.peters@truist.com

Phone 817-344-7056

Fax 817-377-0418

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About me

Background

Brock joined Truist in 2018 following a 6-year career at Merrill Lynch and co-founded the Clearfork Financial Group of Truist Investment Services, Inc. in 2018. Brock considers himself fortunate to spend his career with the same group of amazing professionals – Don Bescher, Michelle Dees and Mary Kay Elliott – all of whom are committed to providing a high level of service for their clients.

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

Education

Bachelor of Business Administration
University of Arkansas Fort Smith

Personal Interests

Brock met his wife, Victoria, in Fort Worth where they continue to live today. Victoria is the founder and CEO of Long Game Consulting, LLC and they are both active in the community by serving on several non-profit boards and committees. Their family enjoys traveling, playing golf together and being physically active through the Fort Worth Club. Brock also plays basketball and cycles in his spare time.  

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

  • 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

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

Accomplishments

Best-In-State Wealth Management Teams*
Forbes 2024
*Each team of advisors is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: in-person interviews, industry experience, compliance records, revenue produced and assets under management. The award was presented on January 2024 and is based on the aforementioned criteria through the calendar year preceding the award date.

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