Bobby Peters,CIMA®,CRPS®

Specialties

Institutional Investing

Lending

Pensions

Alternative Investments

Asset Management

Estate Planning

Wealth Management

Fixed Income

529 Plans

Qualified Retirement Plans (IRAs)

Municipal Bonds

Business Planning

Cash Management

401k Rollovers

Certificates of Deposit

Annuities

Life Insurance

History

Established in 2002.

Morgan Stanley*

Consulting Group, FA

PB Solutions*

Management Consultant

Memphis, TN

Morgan Keegan, Inc.*

Institutional Trading/​Underwriting

Memphis, TN

Meet the Business Owner

Bobby P.

Business Owner

Morgan Stanley*

Consulting Group, FA

PB Solutions*

Management Consultant

Memphis, TN

Morgan Keegan, Inc.

Institutional Trading/​Underwriting

Memphis, TN

MBA — Business, 2000

University of Memphis

Memphis, TN

CIMA® — Executive Program

University of Chicago

Chicago, IL