Jim Peters
Wealth Manager at Triumph Capital Management
Based in Louisville, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Louisville
Industry
Financial Services
Company size
17
Contact information
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j•••••••@triumphcapitalmanagement.com
Phone
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Background
About Jim Peters
I am a Certified Wealth Strategist® and Investment Advisory Representative with Triumph Capital, LLC Private Wealth Management. I graduated Cum Laude from Ohio University with a Bachelors degree in Business Administration (BBA) with a major in Finance and a particular focus on Financial Planning. I hold Series 7 and Series 66 registrations and am licensed to sell life, health, and long term care insurance. Since beginning my career in 2007, I have greatly enjoyed helping people through Financial Services. In 2012 I had the chance to join Triumph Capital, and jumped at the opportunity. The flexibility of working with an independent group has allowed me to find more creative investment solutions to help my clients achieve their individual financial goals. I assist clients of Triumph Capital Management on their lifetime financial and strategic goals through sound asset management, risk planning, retirement planning and estate planning techniques. Advisory services offered through Triumph Capital Management, a registered investment advisor. Insurance offered through Triumph Capital, LLC, an independent agency.
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