Lee shares a passion with Pete for helping their clients achieve their financial goals. He finds it extremely rewarding to help families and businesses gain financial independence. Learn more about Lee below.
It is a privilege to work with my father every day and continue the legacy he has built for over forty years.
I graduated from the University of Alabama with a Bachelor of Finance in 2014. Following graduation, I had the opportunity to work for our Broker/Dealer, Kestra Investment Services, in Austin, Texas. I spent several years in the Brokerage Accounts Services department. I had the privilege to collaborate with financial advisors from around the country. I was able to gain valuable experience by learning the industry from the inside out. While at Kestra, I achieved my Series 7 - General Securities designation.
In 2017, I was accepted into the Master of Financial Planning and Counseling program at the University of Alabama. In January of 2018, I began working here at Peters Financial and achieved my master’s degree in May of 2019. I hold a Series 66 securities designation and my state license for Life and Health insurance.
My wife Anne “Annie” Heggeman Peters and I are natives of Mobile and parishioners of St. Ignatius Church. We are both graduates of St. Ignatius School, UMS-Wright, and the University of Alabama.
I am a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.