Mayo M. Woodward, CRPC℠

Financial Representative, Business Development Manager

Mayo M. Woodward is a Financial Representative and Business Development Manager with Peachtree Planning, a  regional financial services firm with over 100 advisors in Alabama, Georgia and Tennessee. He works directly with individuals, families and business owners protecting their wealth, building their wealth, and helping wealth transfer issues.  Peachtree’s unique, planning process allows our firm’s clients to gain confidence and clarity about their financial future.

Mayo entered the financial services industry with Dean Witter in 1996 after graduating from Emory University.  A Certified Retirement Planning Consultant, Mayo has been successfully  advising families, financial advisors and business owners on the accumulation, protection and transfer of wealth for over 20 years.

Mayo is from Tallahassee, Florida where he was born and presently lives in Birmingham, AL. Mayo has three children, Wood, Reid and Kate along with his Labrador and rescue cat.  He serves on the Gadsden Arts and Museum board in Quincy, FL, Shades Valley Rotary Club in Birmingham, Board of Counselors at Oxford College of Emory University and is a Director of the International Association of Registered Financial Consultants.  His hobbies include signing, mountain biking, working out and spending time with his three children.

Education:
Oxford College of Emory University, AA 1990
Emory University, BA, 1992
The American College, CRPC 2009
Eagle Scout 1988

Licenses:
FINRA: 7, 63, 65, 24, 9, 10
Life/Health Insurance licensed in AL, FL, GA

His office is located at 2151 Highland Avenue, Suite 100 | Birmingham, AL 35205.  He can be reached on his direct line at 205.313.6725 or by email at mayo.woodward@peachtreeplanning.com.

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. 2017–39141 Exp. 3/19
CRPC Designation holder is not permitted to provide services that would qualify them as an ERISA fiduciary for a qualified plan.

 

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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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