Peter Braden

About Peter Braden

As Wealth Management Advisor and CFP® professional at Godsey & Gibb Wealth Management, I…

Experience

1. Wealth Management Advisor

   Godsey & Gibb Wealth Management

   Mar 2017 — Present · Richmond, VA, US

   Godsey & Gibb Wealth Management is an independent firm that has been helping individuals and their families with their investments for over 40 years. Our mission is to leverage our 40 years of experience navigating complex markets to reduce your financial stress and offer you more time to spend with loved ones, travel the world, or enjoy your hobbies. As a comprehensive wealth management company, we offer a suite of services that expand beyond our investment capabilities. In addition to Wealth Management Advisors and in-house portfolio management group, our team includes Certified Financial Planners (CFP® professionals) and Tax Advisors (CPAs). These individuals are able to lend their experience and expertise to help you achieve your short and long-term financial goals.

Education

• Washington and Lee University

  BA, Economics

  1982 — 1986

• University of Richmond - Robins School of Business

  MBA

  1989 — 1992

Skills

• Trading
• Wealth Management Services
• Sales
• Finance
• Managing Accounts
• Strategic Planning
• Financial Services
• Asset Management
• Financial Advisory
• Real Estate
• Wealth Management
• Managed Accounts
• Alternative Investments
• Private Equity
• Training
• Program Marketing
• Presentations
• Equities
• Consulting
• Asset Allocation
• Mutual Funds
• Financial Planning
• Budget Management
• Investments
• Investor Relations
• Due Diligence
• Hedge Funds
• Portfolio Management
• Leadership
• Product Development