Knowledge, experience, leadership And the confidence to pursue your goals

Originally from Greensboro NC, Peterson grew up all over the southeast, spending most summers in upstate New York, as his family followed his father's textile career.  Tired of moving, Peterson found Chattanooga as a boarding student and attended The McCallie School. While at McCallie he joined the Crew and learned the sport of rowing.  During which time the team was invited by the Queen to compete in the Henley Royal Regatta in England.  He returned home with a desire to pursue two passions that he had fostered while away, a love for water and travel. After McCallie Peterson took a "Summer at Sea" sailing from St. Marteen to Trinadad.  His insatiable appetite for water and its activities only grew as he was recruited to row for Rollins College. Upon graduating with his degree in Philosophy he moved to Martha's Vineyard to work for Walter Cronkite's maritime foundation.  During his time on the Vineyard he taught sailing lessons, started a Marine Consulting business, and received his USCG Captain's license. 

Peterson started his professional career in central Florida joining an aggressive training program in the corporate consulting field.  Servicing global manufacturing and distribution clients such as UPS, Fedex, and Guest Supply. This led him to his first career as a Strategic Business Consultant, gaining invaluable experience that taught him the intimate workings of global corporations. Feeling the South calling him back Peterson accepted an opportunity to join the McCallie staff as a Crew coach and Admissions officer.  Peterson started his finance Career in 2011 entering the training program at Morgan Stanley where he earned his series 7,66, and 31 securities licenses. 

Peterson introduced himself to his wife Natalie in line at the Grocery store. They spend most of their free time outside with their son Winston and dog Rollins, hiking, and sailing. Peterson is a graduate of Leadership Chattanooga and is an active member of the greater Chattanooga community.

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Financial Advisor

Chattanooga

September 2017 - Present

Morgan Stanley

Financial Advisor

Chattanooga

June 2011 - September 2017

The McCallie School

Assitant Director of Admission and Development

Chattanooga

June 2009 - June 2011

Advantage Services Group

Strategic Business Consultant

Winter Park, FL

June 2007 - June 2009

Accomplishments

  • Named one of Chattanooga's "20 Under 40" in 2016 by the Times Free Press

Education

  • Rollins College - B.A. Philosphy

Licenses

  • Series 7
  • Series 66
  • Series 31
  • Life, Health, Long Term Care

Personal & Community

  • Chattanooga Chamber Board of Directors
  • Rotary Club of Downtown Chattanooga
  • Leadership Chattanooga Alumni Association
  • Board of Directors - Boys and Girls Clubs of Chattanooga
  • Alumni Council - The McCallie School

Registered States:

AL, AR, CA, CO, CT, FL, GA, IA, ID, IL, LA, MD, ME, MO, NC, NV, NY, OH, PA, SC, TN, TX, VA, WV