Pete received his Masters in Business Administration from Campbell University in 1998. He received his undergraduate degree in Trust Management and minor in Financial Planning from Campbell University in 1998, as well. Pete is a member of the American Bankers Association, and a Certified Trust and Financial Advisor. He is a member of the Charlotte Estate Planning Council and serves on the steering committee for Estate Planner's Day at Queens University.
Pete spent 5 years with Bank of America's Trust Department in Tampa, FL as an account opening coordinator and team leader. He spent an additional 3 years with Bank of America's Wealth Management in Charlotte, NC as a local Trust Officer. Prior to joining Willingdon Wealth Management, he spent the previous 3 years with First Charter Bank as a Trust Officer in Charlotte, NC.
Pete joined Willingdon Wealth Management in February of 2009. His primary responsibilities include business development, customer service, and estate planning. Pete’s commitment to providing the highest level of personal service to our clients will be an integral part of our future success.
Pete’s wife, Leslie, has worked in Trust & Wealth Management since 2003. They have 4 children, 3 daughters, Ava, Claire, Audrey and a son, Coleman.