Robert Peavey

Robert Peavey, Jr. CFP®
Managing Director Brokerage Regional Manager Truist Investment Services, Inc.

948 Laskin Rd

Suite 300,

Virginia Beach, VA 23451-3905

Robert.Peavey@truist.com

Phone 757-437-3788

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About me

Background

Bob Peavey is a Managing Director, Brokerage Regional Manager with Truist Investment Services, Inc., offering clients and Advisors more than 30 years of financial services, retirement planning, and investment management experience. He also works to help advisors grow their practice through effective listening, one on one coaching, and effective resource allocation.

He began his investment services career in 1993 with American Express Financial Advisors. While there, he worked as a Personal Financial Advisor and a Field Vice President helping other Advisors to build their own practices. He then joined SunTrust Investment Services in 2004 as Senior Vice President where he worked with other Financial Advisors to grow their practices. He joined Truist’s predecessor firm, BB&T Investment Services, in 2011.  

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

Education

Bachelor of Arts, Political Science
University of Lowell 1989

Personal Interests

When he’s not working, Bob enjoys travelling the world with his wife, Mary Beth. He also enjoys travelling to see his grown twin sons and their families. 

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

  • 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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