Brad Stonecipher Email & Phone Number

Brad has over 20 years experience in the financial services industry. He was previously employed with Trust Company Bank, Merrill Lynch, and Robinson Humphrey, before joining Peachtree Planning in 1995. Brad currently oversees Peachtree Planning’s Investment Department which includes, Operations, Compliance, and Investment Product Sales. He is responsible for Peachtree Planning’s 97 registered representatives who currently manage over $1.295 billion of their clients’ assets. Brad also currently serves as Vice President of Peachtree Planning Advisors, an Independently Registered Investment Advisory Firm.Brad is the recipient of several professional organizational awards. He has served as a member of the Field Advisory Board for Park Avenue Securities (PAS) and for Guardian Insurance & Annuity Company, Inc. He helped develop and implement the PAS Investment Specialist Training Program, a program that has trained over 200 Investment Specialist’s throughout the country.Brad lives in Buckhead with his wife, Iris, and their son, Nick, and daughter, Haley. They are members of Peachtree Presbyterian Church./COMPLIANCE:2024-1854/

Listed skills include Financial Services, Professional Development, and Peachtree.

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  President Emeritus, Director Of Investments

  Peachtree Planning Corporation

  Jan 1995 - Present

  Registered Principal and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. PAS is a wholly owned subsidiary of Guardian. Peachtree Planning Corporation is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial… Show more Registered Principal and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. PAS is a wholly owned subsidiary of Guardian. Peachtree Planning Corporation is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. Show less

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  University Of Kentucky

  Business Adminstration