Ted Peters

Ted 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 Truist Investment Services, Inc., specializing in advising clients on developing and implementing comprehensive investment strategies tailored to their immediate and long-term financial goals.

Serving as part of the Central Florida Group of Truist Investment Services, Inc., Ted follows a disciplined and structured approach to financial consulting. He begins by thoroughly assessing each client’s financial situation, their current needs, and future objectives. By collaborating with his clients, he forms and executes a tailored investment plan designed to achieve sustainable growth and security. 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. Ted formerly served on the Boards of the King Center for the Performing Arts and Junior Achievement Space Coast.

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

  • 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

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 2025 and is based on the aforementioned criteria through the calendar year preceding the award date.

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