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