On Tuesday, May 11, 2021, Paul Peterson will speak to the Brevard County Estate Planning Council, providing a mid-2021 update on the economy and discussion about estate planning implications.
Vice President, First Trust
Paul Peterson works with Financial Advisors to help them implement Unit Investment Trusts, Mutual Funds and Exchange-Traded Funds into their practice.
With over 20 years in the financial services industry, Peterson was previously at Van Kampen and Invesco, where he specialized in Mutual Funds and Unit Investment Trusts.
Peterson is a graduate of Loras College where he earned a degree in Mathematics and in Education.
Estate Planning Council of Brevard County, Inc.
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