PEEK WEALTH is proud to announce the newest addition to its financial team, Brett Elliott, formally of Edward Jones
09 Mayo 2024 - 7:00AM
PEEK WEALTH of Carlsbad, CA, a DBA of Golden State Wealth
Management, has expanded its team and is excited to welcome Brett
Elliott as a Financial Advisor coming from Edward Jones. Mr.
Elliott began his financial services career in 2017 with Dunham and
Associates where he supported the mutual fund business. He later
became a financial advisor in 2020 with Edward Jones and managed
wealth for executives, business owners and individuals. He found
much success focusing on helping his clients transform their
financial future and work toward their personal-financial goals
with an approach tailored towards their individual investment
journeys. It was at Edward Jones where Mr. Elliott established a
relationship with Justin Peek, CEO and Founder of PEEK WEALTH.
After nearly two decades with Edward Jones himself, Mr. Peek
launched his own independent financial advisory firm, PEEK WEALTH,
in 2022. The business has experienced immense growth since then
and, with continual expansion, is now adding Mr. Elliott to the
line-up.
PEEK WEALTH takes incessant concentration on serving their
clients. They help their clients experience their ideal lifestyle
with financial independence and confidence through planning and
investing. Their success has been through a focus on maximizing
their clients’ ability to lead lives of significance with their
money, and helping them uncover certain areas about their financial
situation other advisors can’t see. PEEK WEALTH is now at the pivot
point to broaden the team even more. “I'm pleased to welcome Brett
to the PEEK WEALTH family,” says Justin Peek, “he brings valuable
insight and experience to the table. His addition to our team will
help us expand our reach and provide exceptional service to our
clients,” he continued.
As a financial advisor with PEEK WEALTH, Brett Elliott will
continue to work with individuals to help them pursue their
financial goals. His previous experience has given him the
necessary skills to provide exceptional financial advice to
clients. “I’m looking forward to working with Justin and the PEEK
WEALTH team,” says Brett Elliott, “I have worked in the financial
industry for many years and believe that PEEK WEALTH is the ideal
team to help me grow my practice.”
With the addition of Brett Elliott, the team is equipped to
serve a larger client base. As an experienced financial group, PEEK
WEALTH is committed to providing exceptional service and advice to
its clients and helping them pursue their financial goals. For more
information about PEEK WEALTH, visit www.peekwealth.com.
PEEK WEALTH is backed by the resources and
technology of LPL Financial, the nation’s largest independent
broker-dealer1, www.lpl.com, and by Golden State Wealth
Management2, an investment adviser registered with the U.S
Securities and Exchange Commission (“SEC”),
www.teamgoldenstate.com. The financial advisors of PEEK WEALTH
operate under a fiduciary standard and serve a limited number of
families to ensure they provide the highest level of comprehensive
advice.
1 As reported in Financial Planning magazine, June 1996-2023,
based on total revenue.
2 Supports advisors serving over $1.5 billion in assets under
management per March 2024 SEC filings.
Justin Peek and Brett Elliott are registered representatives
with and securities offered through LPL Financial, Member
FINRA/SIPC. Investment advice offered through PEEK WEALTH, an
investment adviser registered with the SEC. Peek WEALTH, Golden
State Wealth Management and LPL Financial are separate entities.
Registration as an investment adviser does not imply a certain
level of skill or training. For information pertaining to the
registration status of our firm, you may refer to the Investment
Adviser Public Disclosure website (www.adviserinfo.sec.gov).
Media Inquiries:Jennifer
NahasJennifer.nahas@teamgoldenstate.com