Alan Lott

Background

Alan has been serving the Birmingham financial services industry for over 20 years.  Upon graduating from Auburn University in 1988, he has spent the majority of his time serving the owners of commercial and corporate banking clients by helping them efficiently grow their businesses, manage their cash flow and providing benefits for their employees.  In 2010, Alan made the decision to serve these clients as well as other professionals from a different standpoint as a financial strategist with Peachtree Planning.  Alan provides strategic direction for professionals and business owners to maximize wealth, minimize tax, and transfer estates efficiently.

Alan and his wife, Janice, have enjoyed raising their family of three daughters in Birmingham, where he grew up.  Alan enjoys coaching his daughters and their friends, playing golf, and singing in the praise band, Crossroads, at Canterbury United Methodist Church.  He also spends time working with organizations across Birmingham that provide services for families in need such as the Ronald McDonald House, the YMCA, the Monday Morning Quarterback Club, the Kiwanis Club, the Boy Scouts of America and Canterbury Church.

 

Education
Auburn University, B.S., Finance / 1988
Samford University, MBA / 1991

Recognition
Has served in various capacities on the Boards of the following:
Ronald McDonald House
Sloss Furnaces Foundation
Monday Morning Quarterback Club
Greystone YMCA
City Action Partnership
Exchange Club
Canterbury United Methodist Church
The Country Club of Birmingham

Has served in other capacities with:
Boy Scouts of America – Greater Alabama Council
Kiwanis Club
Birmingham Business Journal “Finance on the Move” Recognition, 2006

License
Life/Health Insurance Licensed in Alabama

 

Alan Lott Peachtree Planning
2151 Highland Avenue, S. Suite 100 • Birmingham, AL 35205
205.313.6721 • cell 205.907.6289 • toll free 888.232.7151 • fax 205.930.9430
alan.lott@peachtreeplanning.com •  www.peachtreeplanning.com

 

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5040 Roswell Road, Atlanta, Georgia 30342, 404-260-1600. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Peachtree Planning is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, or employees do not give tax or legal advise.  #2010-10470

 

 

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© 2017 Peachtree Planning Corporation. ALL RIGHTS RESERVED

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.

Important Disclosures.
2015-10691 Exp 10/17

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