Peter Helms is a Managing Partner and co-founder of Exeter Financial. Mr. Helms and team provide High Net Worth individuals, families, and related entities with comprehensive and integrated wealth management services which include strategic planning, investment consulting, alternative investment strategies, single stock risk management, and estate and tax planning through professional intermediaries.
Prior to becoming a founding member of Exeter Financial, Mr. Helms served as Managing Director, Private Wealth Management at Friedman, Billings, Ramsey (FBR). Prior to his tenure at FBR, Mr. Helms served as Senior Vice President for The Private Bank at Bank of America and Private Wealth Advisor at Merrill Lynch.
Mr. Helms received his undergraduate degree and graduate business degree (MBA) from the University of Arizona. In addition, Mr. Helms has the following professional credentials: Certified Investment Management Analyst (CIMA®) and Investment Advisor/Uniform Combined State Law (Series 66). Mr. Helms utilizes his degrees, licenses and experience to help high net worth individuals with the complexities that come from the financial challenges of wealth.