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Peter Halbrook is a Vice President and Wealth Advisor at TritonPoint Wealth in Chevy Chase, MD, providing comprehensive wealth management and personalized financial guidance to affluent individuals, business owners, and multi-generational families. A CERTIFIED FINANCIAL PLANNER™ with nearly fifteen years of experience, he specializes in retirement planning, investment strategy, tax and estate planning, and risk […]
Ryan Ferrell is a Vice President, Associate Advisor with TritonPoint Wealth. His practice focuses on high net worth clients and the planning, investment and estate strategies to help them achieve their legacy goals. From individually tailored financial plans to bespoke investment strategies that utilize individual stocks, bonds and sophisticated alternative options, Ryan’s disciplined approach to […]
Victor Batista is an accomplished Marketing & Operations Manager with a passion for delivering exceptional customer experiences and driving business growth. With a Bachelor’s degree in Business Management & Leadership, Victor brings a unique blend of strategic insight and operational expertise to his role. His keen understanding of client needs combined with his proactive approach […]