With more than 30 years of experience in the financial services arena, Brent Peoples and his group, Peoples Financial Planning, bring their expertise and specialized knowledge to each client with a focus on estate planning, retirement planning, financial planning, insurance analysis, risk management and investment allocation.
After graduating from Miami University in Oxford, Ohio with a degree in finance, Peoples quickly became familiar with financial products and services, as well as the day-to-day tasks of managing a team and two offices, while working in banking. He went on to a position with Smith Barney before ultimately joining Raymond James & Associates in 1995, where he helped open the company’s Melbourne office. In order to provide excellent client service, he continues to expand his knowledge of financial planning strategies and concepts, earning the Wealth Management Specialist (WMS) designation from Kaplan University. Over the years, he has also earned the title of investment management consultant, in addition to the designations of trust specialist and retirement plan consultant.
Now as senior vice president and branch manager, Peoples continues to oversee the day-to-day operations and long-term goals of both the Melbourne and Viera offices. While working to ensure his team is continuously striving toward future growth and proficiency, he emphasizes providing clients with the best possible experience.
Peoples has been involved with several community service organizations and charities over the years and most recently was appointed chairman of the board of the Melbourne Regional Area Chamber of Commerce. He has served as past chair of Junior Achievement of the Space Coast, as well as on the boards of Business Voice and the EDC of the Space Coast. ◆
COMPANY: Peoples Financial Planning Group of Raymond James & Associates, Inc.
TITLE: Senior Vice President, Investments; Branch Manager
EDUCATION: Miami University in Oxford, Ohio with a degree in Finance; Wealth Management Specialist (WMS) designation from Kaplan University
YEARS IN AREA: 32
YEARS AT COMPANY: 23