Tom Peter Email & Phone Number

Financial advisors considering a firm transition have no shortage of important issues to mull over—the least of which: Should I even do it? There’s no doubt that transitions can be stressful. But they can also be exciting and create opportunities for personal and professional growth. As an advisor-centric bank, TriState Capital serves as a trusted partner for thousands of wealth managers and financial advisors as they transition to joining or launching independent firms. We are a leading provider of securities-based lines of credit (SBLOCs) and can help meet refinancing requirements as you transition your clients between firms. My role is to provide full-service, white glove support through each step of the process to ensure as smooth of a transition as possible. I, along with a dedicated transitions team, work to move assets quickly and minimize disruption for you and your clients. If you’re interested in learning more about how TriState Capital can help facilitate a successful transition to independence, contact me at 412-304-0317 or tpeter@tscbank.com.

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  Texas Christian University - M.J. Neeley School Of Business

  Accounting