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First Command Montgomery

Brian Peat

First Command Financial Advisor
(334) 277-7488
1930 Berryhill Road
Montgomery, Alabama, 36117
About Brian
Brian Peat joined First Command Financial Services as a Financial Advisor in July 2022. He is excited about the opportunity to help people make the smart financial decisions that are essential to long-term financial security.

A graduate of Patten University with a Bachelor’s degree in Liberal Arts, Brian holds Series 7 & 66 securities licenses plus life and health insurance licenses in Alabama and Nevada.

Understanding that the biggest obstacle to financial security for most people is their own behavior, Brian serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. He advocates time-tested financial principles, including disciplined, long-term saving and investing, careful debt management, and a thoughtful insurance strategy to manage financial risk. Brian will work with you to establish specific, meaningful goals that are consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals.

In his free time, Brian enjoys golf.

First Command Financial Services was founded in 1958 by a retired Air Force officer for the specific purpose of improving the financial well-being of military professionals and their families. Today, more than 500 First Command Financial Advisors across the country and abroad, many of whom also served, are committed to the company’s Mission of “Coaching those who serve in their pursuit of financial security.”
Brian Focuses in:
  • Comprehensive financial planning
  • Investment strategies
  • Risk management
  • Debt management
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