William “Keays” Bass III and Brian M. Holmes, RICP recognized as NAIFA (National Association of Insurance and Financial Advisors) Atlanta’s 2018 Top Advisors Under 40. NAIFA Atlanta held its annual Top Advisor Luncheon where our associates were recognized on March 1st. Recipients of NAIFA-Atlanta’s Top Advisors Under 40 are nominated by their peers or business associates and are evaluated on business production, years in the business, and community involvement for professionals 40 years of age and younger throughout the Atlanta metropolitan area.
“We are honored to have Keays and Brian recognized for multiple years in a row by NAIFA, as top advisors” said D. Bradley Stonecipher, President of Peachtree Planning. “This recognition is a testament to our values, culture, and the people who make up the Peachtree Planning family.”
Peachtree Planning of Georgia
404.260.1600 5040 Roswell Road
Peachtree Planning of Tennessee
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This material is intended for general public use. By providing this material, Peachtree Planning Corporation is not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial professional for guidance and information specific to your individual situation.
Peachtree Planning Corporation, Peachtree Planning of Tennessee, LLC, Peachtree Planning North, LLC and Southeastern Financial Group are agencies of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 5040 Roswell Road, Atlanta, GA 30342, Phone #404.260.1600. PAS is an indirect, wholly-owned subsidiary of Guardian. Peachtree Planning Corporation, Peachtree Planning of Tennessee, LLC, Peachtree Planning North, LLC and Southeastern Financial Group are not affiliates or subsidiaries of PAS or Guardian.
2015-10691 Exp 10/17