Directory

>

Brian Holmes

avatar

Brian Holmes

Board member | Peachtree Planning

Greenville-Spartanburg-Anderson, South Carolina Area United States, United States

View contact details (it's free)

Brian Holmes

Summary

Brian Holmes is a seasoned Financial Representative and Wealth Management Advisor at Peachtree Planning Corporation, with over a decade of experience in providing comprehensive financial guidance. He specializes in working with business owners, corporate executives, and educators, focusing on pension evaluation and executive compensation strategies. His approach emphasizes client education, helping individuals transition from working for money to having their investments generate income. Brian has played a pivotal role in expanding Peachtree Planning's presence in the rapidly growing Greenville, South Carolina area. His accolades include being recognized as one of Atlanta's top financial advisors under 40 and receiving multiple Quality Awards from NAIFA. A former professional football player, Brian's diverse background enriches his financial practice, offering clients a unique perspective on wealth management. He is committed to exceptional client service and ethical standards in his profession.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Brian Holmes

Work Experience

💼

Board Member at

The Meyer Center for Special Children

December 2021 - Present

Logos provided by Logo.dev

Brian Holmes

Education

Samford University

January 1997 - January 2000

Frequently Asked Questions about Brian Holmes

What is Brian Holmes email address?

Brian Holmes's primary email address is ************@peachtreeplanning.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Brian Holmes work for?

Brian Holmes is a Board member at Peachtree Planning.

Where Brian Holmes graduated from?

Brian Holmes holds a degree in null from Samford University.

How can I directly contact Brian Holmes?

To contact Brian Holmes directly, you can use the email address ************@peachtreeplanning.com. Complete contact information is available upon registration with Muraena.

Who is Brian Holmes?

Brian Holmes is a seasoned Financial Representative and Wealth Management Advisor at Peachtree Planning Corporation, with over a decade of experience in providing comprehensive financial guidance. He specializes in working with business owners, corporate executives, and educators, focusing on pension evaluation and executive compensation strategies. His approach emphasizes client education, helping individuals transition from working for money to having their investments generate income. Brian has played a pivotal role in expanding Peachtree Planning's presence in the rapidly growing Greenville, South Carolina area. His accolades include being recognized as one of Atlanta's top financial advisors under 40 and receiving multiple Quality Awards from NAIFA. A former professional football player, Brian's diverse background enriches his financial practice, offering clients a unique perspective on wealth management. He is committed to exceptional client service and ethical standards in his profession.

Brian`s contact details

mail

************@peachtreeplanning.com

Colleagues

avatar
Sarah Dozier

Disability Income Specialist

avatar
Matt Justice

Financial Representative, Vice President

Corky Dawes

president

avatar
Corky Dawes

CEO Emeritus

avatar
Keith Dykes

Executive Vice President

Bill Coffey

Vice President Pensions

Lamar Barden

Vice President and Senior Partner

avatar
John Mccollum

Vice President

avatar
Josh Cobb

Investment Advisor, Vice President

avatar
Brad Stonecipher

President Emeritus, Director of Investments

View Contact details (it's free)
Request Profile Removal