David Peterson is a wealth management financial advisor based in Winston-Salem, NC.

David provides personalized wealth management and investment guidance to individuals and families, helping them make informed decisions and pursue their long-term financial goals. He serves multiple generations of families, taking the time to understand each client’s unique needs and priorities and providing guidance through life’s most important financial decisions.

Before joining CAPTRUST in 2026, David spent more than 30 years with Scott & Stringfellow and its successor firms, BB&T and Truist, serving clients and leading the Winston-Salem office from 2003 to 2007. He began his financial services career at Wheat First Securities, where he spent nine years before joining Scott & Stringfellow. Prior to entering the financial services industry, he spent four years playing in the Boston Red Sox minor league organization.

David earned his Bachelor of Science in economics and business management from North Carolina State University.

Outside of work, David enjoys spending time with family and friends, playing golf, staying active, traveling, following NC State athletics, and giving back to his community through volunteer service and support of local nonprofit organizations.