Partner, Wealth Management
Jeneé Peters joins Platinum Wealth Partners with 13 years experience in Wealth Management. As a Financial Advisor, she recommends individual and comprehensive investment strategies to provide her clients the opportunity to achieve financial independence. Jeneé believes in superior client service with the highest level of integrity to solidify a relationship built on trust offering a customized strategy specific to each relationship.
Her Advisory relationships encompass not only her clients’ investments, but Jenee' works closely with her clients’ other trusted advisors including Attorneys and Accountants to address clients’ tax, trust, and estate issues. Peters' clientele is a broad combination of individuals and families including business owners, professional athletes, corporate executives and physicians.
Originally from Ohio, Jeneé enjoys family time with her husband and their five kids as well as golf, tennis, and travel.
Jeneé holds the following Licenses:
Series 7 (General Securities Representative Exam)
Series 63 (Uniform Securities Agent State Law Exam)
Series 65 (Uniform Investment Advisor Law Exam)
Life, Health and Variable Annuity license
Your Platinum Wealth Partners Advisor provides access to some of the broadest ranges of investment and risk management platforms in the industry, including mutual funds, annuities, life insurance, 401K and portfolio services. There is no special incentive for the Advisor to choose one product over another beyond their belief that it is the most appropriate investment for their clients. At Platinum Wealth Partners, the power of independence means that your financial advisor is able to make the best possible recommendation with only your best interests at heart.
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