Al serves as Executive Vice President, Emeritus of Peachtree Planning Corporation. He graduated from Emory University and received a Master of Business Administration from the University of Georgia. Al has specialized in the disability income and brokerage areas since 1976. He is a Series 7 licensed Registered Representative with PAS and a Series 24 licensed Registered Principal.
Al’s professional memberships and achievements include past presidency and active member of the Atlanta Association of Insurance and Financial Advisors and the Atlanta Chapter of the American Society of Financial Services Professionals. Al was recognized by the Atlanta Association of Insurance and Financial Advisors in 2000 as a recipient of the Harry I. Davis Distinguished Service Award. The award is presented annually to a person actively engaged in the financial services business and recognizes outstanding services rendered.
He has been a frequent speaker to numerous industry groups throughout the Southeast, and has also been a presenter at the National Forum of Financial Services Professionals. He has published several articles and has been quoted in periodicals, including Business Week.
Al and his wife, Elizabeth, have two children, Tim and Anne Peden.
Peachtree Planning’s corporate office is located at 5040 Roswell Road, Atlanta, GA30342. Al may be reached at 404-260-1628, his fax number is 404-260-1728 and his email address isAl.Robertson@peachtreeplanning.com.