Peter Wall

Peter Wall

True Link Financial

Recognized across the country for his expertise in special needs investments, administration, and planning, Pete has over 18 years of trust administration experience at nationally chartered banks. Previously, Pete launched and helped lead the Disability and Elder Trust Solutions division of BOK Financial.

Conference Sessions

Fundamentals of Special Needs Trust Administration, Session 1&2:
Investment Lessons Learned from 2020 and 2021