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Peter Braden, CFP®

WEalth management advisor

Pete is based in our Richmond, Virginia, office.

Pete has over thirty-five years of experience in the financial services industry working with both individual and institutional investors. Pete began his career with the regional brokerage firm, Wheat, First Securities. He was an original member of their Investment Consulting Group and helped grow that business from start up to over $5.5 billion, serving as Director of Investment Consulting. In addition to his leadership roles, he has also held regional territory positions with J.P. Morgan, Bank of America, and UBS. More recently, he was a Principal with a North Carolina based family office and investment boutique where he led business development and investor relations.

Pete holds a Bachelor of Arts degree in Economics, cum laude, from Washington & Lee University, and a Master of Business Administration from the University of Richmond. He has been married to his wife Holly for over 30 years and they have two grown sons and a grandson. He is a member of St. James’s Episcopal Church in Richmond, Virginia. Pete enjoys boating, sports, reading, and traveling.


Please let us know if you have any questions about our firm or our services. One of our Wealth Management Advisors would be happy to assist you.


Our Advisory Team