Peter R. Josselyn

Vice President of Business Development

Pete Josselyn brings extensive experience in pension and retirement planning, as well as employee benefit services. A native North Carolinian, Pete’s alma mater is Lenoir-Rhyne College, Hickory. He most recently was Regional Vice President & Pension Specialist with Manulife Financial. Prior to that, he served as Retirement Plan Marketing Director at GE Financial Assurance and as Employment Benefit Sales Manager at Centura Bank.

A resident of Cary, NC, Pete is an avid golfer and sports enthusiast. He enjoys spending time with family and traveling.

Focus

• Provide financial advisors with creative ideas to help build their retirement plan businesses
• Share business intelligence about investment platform features and costs
• Communicate strategic information about market trends and developments