Let's move forward. Together.

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Since beginning her career in 1975, Peggy Peters has thoroughly enjoyed creating dynamic portfolios for and with her clients.

From individual stocks and bonds, to professional money management, and all the investment alternatives in between, she and her team offer access to all the current capital markets to help design and develop a plan that's compatible with each client's current lifestyle and retirement goals.

Peggy graduated from the University of Wisconsin with Honors, Who's Who among America's Colleges and Universities, with additional recognition from Who's Who of American Women.

Prior to a successful career as a Broker in Real Estate specializing in relocation of Corporate Executives, Peggy supervised the marketing department for Outboard Marine Corporation (OMC).

After transitioning to Washington D.C., she began her securities career with Bache & Co. in 1975 and after five mergers, transferred to Paine Webber, which merged with UBS in 2000.

Privately, she enjoys the company of her son Lee and her life on the Chesapeake Bay – boating and jetskiing with friends when weather permits.

• University of Wisconsin

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CA Insurance # 0M31202

Eric began his financial services career in 1999 at Deutsche Bank in Frankfurt, Germany, before joining UBS in 2004 as a Financial Advisor in NY. At UBS, Eric worked 13 years as part of a NY-based wealth management team and in 2018, he partnered with The Peters Beck Financial Group.   

Eric specializes in: financial planning , portfolio allocation, liability management, alternative investments and tax minimization strategies. He works closely with clients to develop comprehensive financial plans and build diversified investment portfolios. While he thrives on the in-depth details of investing and planning, Eric finds the client relationships to be the most rewarding part of his job.

Eric enjoys spending time with his wife and two children, while actively participating within his community.   Eric is Treasurer of the New York Opera Society, Board Member of the German International School of Washington and youth basketball coach.

• Northwestern University, B.A.
• Duke University, Fuqua School of Business, M.B.A.

• CERTIFIED FINANCIAL PLANNER®
• Portfolio Manager
• Wealth Advisor

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• DC
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• HI
• IA
• ID
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• IN
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• KY
• LA
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• MD
• ME
• MI
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• MS
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David has spent his career in relationship management and prides himself on building strong connections with clients so they feel secure and organized. Having joined the Peters Beck Financial Group at UBS in 2015, David focuses on implementing wealth management strategies as well as daily operations and maintenance.

As the Registered Client Service Associate for the team, David serves as the primary point of contact for all of Peters Beck Financial Group clients. He is responsible for the team's day-to-day administrative and operational duties, client onboarding, and account processing. His exceptional organizational skills enable him to handle all client requests and resolve issues in a timely manner.  David earned a B.A. in Business Administration from San Diego State University.  He holds Series 7, 24 and 66 securities licenses.

David lives in Aldie, VA with his wife, Jeanette. In his spare time, he enjoys spending time at the beach with family and playing golf.

• San Diego University, B.A. Business Administration
• Arizona State University, B.S. Geography