Keays Bass

As a Financial Representative with Peachtree Planning, Keays works with his clients to provide comprehensive financial planning, with a focus on retirement planning, estate planning, and insurance 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 Peachtree Planning Keays worked as a Financial Representative for MassMutual Financial Group. Before that he spent several years as a Vice President with Insurance Specialists, Inc.

Keays is a graduate of George Washington University in Washington, DC and attended Episcopal High School in Alexandria, VA.

Keays has been voted one of the Top 40 under 40 Financial Advisors in Atlanta by NAIFA, since 2013.  He has also qualified as a member of the Million Dollar Round Table (MDRT) since 2012 and is a member of the National Association of Insurance and Financial Advisors.

A native of Atlanta, Keays is a member of Peachtree Road United Methodist Church and lives in Brookhaven with his wife Nikki and daughter Emma.

He can be reached at Peachtree Planning Corporation, located at 5040 Roswell Road Atlanta, Georgia  30342.   His email is keays.bass@peachtreeplanning.com, and his office  phone  number is 404-260-1682.

Registered Representative of Park Avenue Securities LLC (PAS). Securities products 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.
2016-18485 Exp 2/18

 

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© 2018 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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