Private Wealth Management

Peter Cross

Senior Vice President

Direct: (336) 251-0429

Philosophy & Approach

Peter joined Stephens Private Client Group as a Vice President in 2011 and has over 30 years of industry experience. Peter and his partner, Terra H. Snider, take a holistic approach in guiding clients through a variety of life situations they may face. Speaking about his team, Peter says, “Our priority is to listen and truly understand the personal values that are the foundation of our clients' goals and aspirations so we can help them plan how to meet their financial objectives.” 

Catrice Adams, a registered sales assistant with more than 20 years of administrative experience, supports Peter and works to assist clients in their needs.

Experience & Education

Prior to joining Stephens, Peter was with Merrill Lynch, Pierce, Fenner & Smith, Inc., Interstate/Johnson Lane, now  part of Wells Fargo Advisors, Inc., and Smith Barney, Inc. and its successor, Morgan Stanley.

Peter graduated from Covenant College with a Bachelor of Arts in History and a minor in Inter-disciplinary Studies. He received a Master of Divinity in Pastoral Care from Covenant Theological Seminary.   


Peter shows his passion for his community through his membership in Rotary International. He also volunteers for Camp Hanes, a part of the YMCA, where he is a storyteller and raises funds for camp tuition for inner-city children.

As a native of South Carolina, Peter and his wife, Dale, now call Winston-Salem home. They have two sons, Luke and Tony. Peter’s favorite pastime is spending time with his family, especially his grandson, Matthew. He enjoys reading and is an aviation enthusiast. He and his sons own a single-engine plane, and he hopes to get his pilot’s license one day.

You may obtain information regarding the background of our Financial Consultants by viewing their bio and by searching for them on the Financial Industry Regulatory Authority’s Broker Check website:

For Retail Investors: Form CRS

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