With over thirty year's experience in the financial services arena, Brent Peoples and his group, Peoples Financial Planning, advise individuals, corporations and retirement plans. They specialize in estate planning, retirement planning, financial planning, insurance analysis, risk management and investment allocation - all facets of wealth management. Focusing on legacy planning, Brent works alongside other professionals such as estate planning attorneys and CPAs to design, implement and monitor solutions to help clients reach their financial goals and objectives.
Brent grew up in Ohio and graduated from Miami University in Oxford, Ohio with a degree in finance. After College, he took a job with a bank in Ohio and was relocated in 1985 to Florida to help the bank with the condominium projects it was developing on the Space Coast. His experience with the bank included construction, mortgage, consumer and commercial loans. He also utilized financial products and services while managing two offices and 30 employees. Brent began his career in the financial services arena with Smith Barney in 1989. He accepted a position with Raymond James & Associates in 1995 and opened the Melbourne, Florida office.
In order to service clients, Brent has continued to expand his knowledge of financial planning strategies and concepts. In 2006, Brent earned the Wealth Management Specialist (WMS) designation from Kaplan University. This provides Brent with the fundamentals of wealth accumulation and management for high net-worth individuals. Topics included time value of money principles, the measurement of investment risk and return, the asset allocation process, insurance products in the wealth management process, business ownership and planning, as well as retirement and estate planning considerations. Brent has also attained the Investment Management Consultant* designation. The certification program covered essential investment management consulting topics such as asset allocation, manager selection and portfolio construction, providing advisors with knowledge commensurate with high-level institutional money management consultants. Over the years, he has completed numerous hours of instruction to earn the internal designation of Trust Specialist, advising on Charitable Remainder Trusts and Charitable Lead Trusts. He is also a Retirement Plan Consultant, helping companies review their employee retirement plans for investment suitability as well as advising clients on their retirement plans.
In addition to helping his own clients, Brent currently manages the Raymond James offices in Viera and Melbourne since 1996. There are currently 20 employees in both offices. Brent not only oversees the day-to-day operations but also the long term management of the Branches. In addition, his responsibilities include attracting, selecting, training and retaining financial advisors and support staff. He continually evaluates the Branch structure and strategic plan, including future growth as needed, to promote overall efficiency and profitability while maintaining a commitment to excellent client service.
Brent has been involved with several community service organizations and charities over the years. Currently, he is on the board of four; the Melbourne Regional Area Chamber of Commerce, Junior Achievement of the Space Coast, Business Voice and the Economic Development Commission.
Brent has 2 sons: Logan who graduated from the University of California, San Diego with a PhD in Microbiology and Taylor who is a Computer Engineer at Amazon in Austin, TX.
*The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.