David Peterson
Partner
Mobile: (330) 715-3763
Fax: (330) 664-1880
E-mail: David.Peterson2@Equitable.com
David is a founding partner of Wealth Guard Financial and has been with AXA Advisors, which became Equitable Advisors in January of 2020, since 2010. David received a Bachelor of Arts degree from Baldwin Wallace College and a Master's of Education from Kent State University. He holds his series 7 & 66 as well as his life, health and variable insurance licenses.
David specializes in providing wealth management services and retirement planning through 403(b) plans available to teachers in the K-12 market as well as professors and employees in higher education.
David lives in Strongsville with his wife Nikki and their daughters Camryn and Kendall.
Securities
offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Wealth Guard Financial is not owned or operated by Equitable Advisors, LLC or its affiliates.