Chuck Youree Jr.

Charles Youree, Jr. has been providing sound financial advice to his clients since 1991. He graduated from Abilene Christian University with a Bachelor of Science Degree majoring in Marketing.

Chuck began his career with Peachtree Planning Corporation in 2005, after working as a business professional representing The Guardian Life Insurance Company of America for most of his career. Chuck holds the title of Financial Representative and currently works in the Peachtree Planning office located in Brentwood, TN. He also holds Series 7, 63 and 65 designations and is registered with Park Avenue Securities. He advises his clients on a variety of financial matters including retirement planning, investment planning and risk management. Chuck develops strategies to help individuals, families and businesses reach financial security as efficiently and effectively as possible.

Chuck lives in Nashville with his wife, Sharavan and his three children; Charles who is 5, Christopher who is 3 and his daughter, Samantha who is age 6 months. Active in his community and church, Chuck is a member of Brentwood Hills Church of Christ. In his leisure time, he enjoys hunting, football and raising his children.

Chuck’s office is located at 9019 Overlook Blvd., D#1, Brentwood, TN. The phone number is 615/376-8312 and the fax number is 615/376-8313. His email address is Charles.Youree@peachtreeplanning.com.

Charles Youree, Jr., Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 5040 Roswell Road, Atlanta, GA 30342, 1-800-366-0839. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Peachtree Planning of Tennessee, LLC is not an affiliate or subsidiary of PAS or Guardian.
PAS is a member FINRA, SIPC
#2008-8495
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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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