Jon Eric Dodd

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As a Financial Representative, Jon Eric works with his clients to provide comprehensive financial planning, with a focus on retirement planning, estate planning, financial efficiency and risk analysis.  For business owners and corporate executives, he focuses on analyzing and implementing corporate benefit programs, employee recruiting and retention strategies, as well as succession and exit planning.

Prior to joining Peachtree Planning in 2015, Jon Eric worked as a Financial Advisor for Wells Fargo Advisors and as a commercial lender for a local bank. He has been serving his clients in the financial services industry for more than 11 years.

Jon Eric was born and raised in Forsyth, Georgia and attended Mercer University from 1998-2001.  While attending Mercer University, he obtained a degree in Management and Finance with a minor in Economics. Jon Eric lives in Macon, Georgia with his wife, Kim and their two sons, Matthew & Andrew. He is a member of Ingleside Baptist Church and has served on several local boards.  Currently, he is serving as the Chairman of the Finance Committee for the Governing Board of the Academy of Classical Education.

He can be reached at Peachtree Planning, located at 3643 Vineville Avenue, Macon, GA 31204. His email is joneric.dodd@peachtreeplanning.com and his office phone number is  (478) 471-6166.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5040 Roswell Road. Atlanta, GA 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. #2017-45327 Exp. 8/18
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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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