Andrew J. Meehan, CLU®, ChFC®

President Distribution

Andy Meehan is President-Distribution of Peachtree Planning, an Atlanta based, regional planning firm with over 100 advisors in 3 states. He is responsible for attracting and developing advisors who serve affluent families and businesses on accumulation, protection and wealth transfer issues.  Our unique, proprietary planning process allows our firm’s clients to gain confidence and clarity about their financial future.

Andy entered the financial services industry upon graduation from Vanderbilt University in 1988.   A Chartered Financial Consultant, Andy has been successfully advising families and business owners on the accumulation, protection and transfer of wealth for over a quarter of a century.  In 2016, Andy and his partners, Corky Dawes and Brad Stonecipher, merged their 3 agencies and bought out the founding partners of Peachtree Planning to form one regional firm with offices in Atlanta, Birmingham and Nashville known as Peachtree Planning Corporation, LLC.

Andy and his wife Catherine met in college at Vanderbilt University and live in Mountain Brook, Alabama with their three boys and their two rescued standard poodles. Andy loves to barbecue on his big green egg and is an avid skier and wake surfer.

Education:

Vanderbilt University, B.A., Economics, 1988

The American College, Chartered Life Underwriter, 1994

The American College, Chartered Financial Consultant, 1994

Accredited Estate Planner, National Association of Estate Planning Councils, 2008

Industry, Professional and Community Activities:

Past President, Life Insurance Direct Marketing Association

Past President, Estate Planning Council of Birmingham

Birmingham Association of Insurance and Financial Professionals

Society of Financial Services Professionals

Newcomen Society of Alabama

Kiwanis Club of Birmingham

Board Member, Alabama Council on Economic Education

Board Member, American Cancer Society – Jefferson / Shelby County

License:
Life/Health Insurance Licensed in 50 states

FINRA Series 7, 63, 24

 

Andrew J. Meehan, CLU®, ChFC® 

ALABAMA | GEORGIA | TENNESSEE

2151 Highland Avenue, Suite 310, Birmingham, AL 35205
Tel: 205-313-6722 *  Fax: 205-930-9430  *  Toll Free: 888-232-7151
andy.meehan@peachtreeplanning.com * www.peachtreeplanning.com

Andrew J. Meehan, Registered Principal of Park Avenue Securities LLC (PAS). Securities products and services are offered through PAS, 5040 Roswell Road, Atlanta, GA 30342, 800-366-0839. General Agent, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect wholly owned subsidiary of Guardian. Southeastern Financial Group is not an affiliate or subsidiary of PAS or Guardian. PAS is a member FINRA, SIPC. 2016-23230 Exp 5/18

 

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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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