Private Wealth Management

Peyton Klawinski

Financial Consultant

Direct: (704) 442-5004

Philosophy & Approach

Peyton is part of the Whitman Group having joined Stephens Private Client Group in 2017. Earlier, he completed Stephens’ wealth management analyst program, which develops and trains the firm’s next generation of consultants. Peyton seeks to offer his clients thoughtful advice that is truly aligned with their interests. “Spence and I work closely with our clients, guiding them through the often complex issues pertaining to wealth management so that they may achieve their financial goals.”

The Whitman Group is led by Spence Whitman with John Black as the group’s analyst. Cindy Burger is Peyton’s registered sales assistant and has worked with the team since 2001.  With over 20 years in the business, Cindy helps provide all of the day-to-day administrative support.

Experience & Education

Peyton graduated from the University of North Carolina at Chapel Hill in 2017 with a Bachelor of Science in Business Administration. While there, he was a member of the varsity lacrosse team.

Personal

Peyton enjoys traveling, hunting, fishing, and golf, though his passion is financial planning and investment management.  He spends his free time with his family and friends.


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: www.finra.org/brokercheck

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