Delrol Peters, CFP, CEPA, CPWA

Delrol is the Associate Manager in Southeast Florida working with our managers and advisors across the region. Delrol focuses on leveraging the full capabilities of the firm collaborating through team leadership, sales strategy, and business development. He is driven to help advisors and clients achieve their unique goals through comprehensive resources and local partnerships. With over a decade of experience in the financial industry, Delrol is proficient in identifying profitable business opportunities, cultivating strong client relationships, and implementing innovative sales strategies. Delrol works with our bank partners, Area Managers, Branch Managers and Financial Advisors to help satisfy our customers' financial needs and to help these customers achieve their unique goals. We assist our clients in wealth accumulation, wealth preservation, and wealth transfer strategies through a comprehensive wealth planning and management process Away from the Office Delrol is a former New York native who recently relocated to sunny Southeast Florida with his wife and son. In his free time, he enjoys outdoor activities, musical experiences, sports, and exploring diverse cultures through both culinary experiences and art. Three words to describe yourself: Strategic, Ambitious, and Thoughtful Motto you live by: ?What you do has more impact than what you say? Current hobbies: Reading (most recent: How Leaders Learn), spending time with my wife and 4-year-old son; and outdoor activities. Fun fact about you that might surprise people: I conquered my fear of public speaking in college and then went on to teach college algebra.