WHO WE ARE
BILLY C. PETERSON
President, Peterson Wealth Services, Inc.
Financial Advisor, RJFS
CERTIFIED FINANCIAL PLANNER®
Licenses held: Series 3, 7, 9, 10, 63, 65
Life and health insurance, variable annuity
After more than 10 years as a winning quarter-horse jockey, Billy made the decision to pursue a brand new challenge: helping investors meet and exceed their short- and long-term financial objectives. As a financial planner, he works to connect with his clients professionally and personally.
A graduate of the University of Texas at El Paso, Billy holds a Bachelor of Arts in business administration and finance. He has continued his education throughout his career. Billy’s financial services career began in 1996 in Long Beach, California, where he served as a senior vice president of investments with PaineWebber. He went on to serve as a senior vice president of wealth management with Morgan Stanley Smith Barney before pursuing independence in 2009 by opening his own financial services company, Peterson Wealth Services, Inc.
Billy is a native of Morgan, Utah, where he currently resides with his wife, Heather, and their five children, Cade, Karly, Brig, Kaiya and Berkley. Outside the office, he enjoys trail running, hunting, fishing, and raising and racing horses.
Phone: 801.475.4002 Ext.102
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
FINANCIAL PLANNING FOR TOMORROW
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1523 East Skyline Drive – Suite C
South Ogden, UT 84405
M- Th: 8:00am - 4:00pm
F: 8:00am - 3:30pm