W. Greg Carlisle, CLU®, ChFC®

Greg holds a Bachelor of Science in Commerce and Business Administration from The University of Alabama.  He graduated from the Professional Insurance Agents Basic Insurance School at Oberlin College in Oberlin, Ohio.  He received specialized training from several industry and company schools.

He is a Certified Insurance Counselor having been awarded that designation by The National Alliance for Insurance Education and Research.  He earned his industry’s two highest professional designations: Chartered Life Underwriter and Chartered Financial Consultant which are awarded by The American College in Bryn Mawr, Pennsylvania.

Greg has been providing financial advice to his clients since 1982.  He advises his clients on a variety of  financial matters including retirement, business and estate planning, risk management and insurance. Greg aids clients in the development of strategies to help professionals, families and business owners reach their financial goals as efficiently and effectively as possible.

His father, William E. Carlisle, MD, is a retired Obstetrician and Gynecologist who practiced medicine in Tuscaloosa for over 40 years.

Greg is a Qualifying and Life member of The Million Dollar Round Table and has been recognized on three separate occasions for Court of the Table production.  He also holds The National Quality Award and The National Sales Achievement Award which are presented by The National Association of Insurance and Financial Advisors.  He is also an active member of The American Society of CLU® and ChFC® and the Life Underwriters Training Council.  He is a past president of The Tuscaloosa Estate Planning Council and The Tuscaloosa Association of Insurance and Financial Advisors.

He is very active in his community of Tuscaloosa, Alabama which has been his home town for over fifty years.  Greg is actively involved with the Boy Scouts of American, Ducks Unlimited, Inc., and The National Wild Turkey Federation, Inc.  Greg is also a active member of Grace Church.

His office is located at 1323 Hargrove Road E, Tuscaloosa, AL 35405.  He can be reached by phone at 205.799.9317 and by email at greg.carlisle@peachtreeplanning.com.

Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY.  Peachtree Planning is not affiliate or subsidiary of Guardian.  Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.
#2017-35555 Exp. 12/19

 

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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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