Michael Peters is a wealth management financial advisor based in Bethlehem, PA.
Mike joined CAPTRUST from McQueen, Ball & Associates in 2019. He serves as a principal and financial advisor responsible for providing investment advisory services, financial planning, and comprehensive wealth management services to high-net-worth individuals, families, and institutions.
Prior to joining CAPTRUST, Mike served as director of financial planning at McQueen, Ball & Associates where he was responsible for trust and estate management, tax reviews, and comprehensive financial planning. He earned a Bachelor of Science degree in accounting and finance from DeSales University. Mike is also a certified public accountant and holds the CERTIFIED FINANCIAL PLANNER™ designation.
- Bachelor of Science degree in accounting and finance from DeSales University
- CERTIFIED FINANCIAL PLANNER™
- Certified Public Accountant