Randy is a native of Nashville graduating from Hume-Fogg High School. He then earned his Bachelors Degree at Harding University. Randy uses his unique relational skills to uncover what his clients deeply value and applies a strategic financial process to each person’s life. His clients leave the financial process confident that they have a representative in their financial decisions, clear about where their assets are taking them and feeling capable to achieve their dreams and intentions.
Randy’s greatest skill is fully understanding what each client wants and aligning those values to their financial life. He helps his clients on a variety of financial matters including business and estate planning, tax strategies, and investment planning. Randy develops strategies to help individuals and families reach financial security as efficiently and effectively as possible.
Randy lives in Nashville with his wife Beth and their two angels Abby and Ainsley. Randy is active in his church community and enjoys serving those around him. In his leisure, he enjoys visiting Walt Disney World as often as possible.
His office is located at 9019 Overlook Blvd., #D-1, Brentwood, TN, 37027. His phone number is 615-376-8342 and fax number is 615-376-8343. Randy’s email address is email@example.com.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Randy Whitman, Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and services are offered through PAS, 5040 Roswell Road, Suite 100, Atlanta, GA 30342, 1-800-366-0839. 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.