Peter R. Josselyn

Peter 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.



  • 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


Forrest Knowles

Robert Hurd

Peter Josselyn