David Peterson

David R. Peterson
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

110 S Stratford Rd

Suite 502,

Winston Salem, NC 27103

David.Peterson@Truist.com

Phone 336-722-4702

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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.
Check the background of this investment professional on FINRA's BrokerCheck

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

  • 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

  • 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

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