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Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
- With CAPTRUST Since 2000
- 919.870.6822
-
4208 Six Forks Rd
#1700
Raleigh, NC 27609
Peter Coleman, ARPS, PRP
Director,
Advisor Group
- Glens Falls, NY
- On The Road | A River Runs Through It
- Paternal grandfather, Mickey Mantle, and Levon Helm
- Do unto others as you would want done to you.
- Honesty, integrity, and humor
Advisor Group
Peter supports the firms retention and acquisition initiatives and works out of the Raleigh, NC office.
Peter joined CAPTRUST in 2000 and serves as a director within the advisor group. he is responsible for working with the firm’s financial advisors and providing support for our one unified practice.
Education
- Bachelor of Science in Business Administration degree with a concentration in marketing from Le Moyne College
Industry Designations
- Accredited Retirement Plan Specialist
- Plan Sponsor Retirement Professional
News & Resources
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