Bradley Peete
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Office: 336-275-0261

333 N Greene St Ste 400
Greensboro, NC 27401-2184

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Professional

After graduating from Duke University with an undergraduate degree in accounting in 1973, Brad Peete worked in the tax department of Peat Marwick Mitchell & Co., rising to the position of Senior Tax Manager. In 1984 he became one of the founders of North Carolina Trust Company, which subsequently was acquired by U.S. Trust Company. Brad started his insurance career with Guardian Life in 1992 before joining the Northwestern Mutual Financial Network in 1997. He was appointed Managing Director of the Greensboro office in 1999.

Brad Peete has earned a number of professional accreditations including Chartered Life Underwriter (CLU), the highest level of studies in the life insurance profession; and Chartered Financial Consultant (ChFC), the most extensive education for financial solutions professionals.

Associations and Memberships

Brad is the current President of the Greensboro Chapter of the National Association of Insurance and Financial Advisors (NAIFA). The mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.

NAIFA is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.

Brad Peete is Vice President of the Greensboro Association of Insurance and Financial Advisors. He is a Past Board Member of the Greensboro chapter of the Society of Financial Service Professionals. Brad also is a Past Board Member of the Piedmont Chapter of the North Carolina Association of Certified Public Accountants.

Brad Peete is a member for the Million Dollar Round Table (MDRT). MDRT is the premiere association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT.

Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.

Education

Degree Major Institution
Bachelor of Arts Accounting Duke University

Awards and Recognition

Million Dollar Round Table Qualifying Member   1999-2000, 2004-2008
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT