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Our Team

Meet the Peters Financial Team

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At Peters Financial, we recognize our responsibility to create value for our clients. That’s why we take a team approach to your wealth management strategy that is always client centered. From our financial advisors to our client services associates, we understand that our commitment to you means everything from answering phone calls promptly to regularly reviewing your plan. 

Our Team

Edwin L.

Edwin L. "Lee" Peters, III

Financial Advisor

251-342-4874

Pete and I both share a passion for helping our clients achieve their financial goals. Helping families and businesses achieve financial independence brings immense satisfaction and makes coming to work a pleasure...

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Edwin L.

Edwin L. "Pete" Peters, Jr.

Principal, Financial Advisor

251-342-4874

Pete is a Chartered Financial Consultant with over 40 years’ experience in the financial advisor field. Pete has a Bachelor of Science Degree in Business with a major in Finance. Pete works primarily as a Financial Advisor to...

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Yvonne Kelly

Yvonne Kelly

Client Service Manager

251-342-4874

Taylor Fuller

Taylor Fuller

Client Services Associate

251-340-6161

Cameron Gunter

Cameron Gunter

Operations Manager & Associate Financial Analyst

251-342-4874