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Brian Holmes
Brian Holmes
Board Member | Peachtree Planning
United States
Brian Holmes
Summary
Brian Holmes is a seasoned Vice President and Wealth Management Advisor at Peachtree Planning Corporation, specializing in comprehensive financial guidance for business owners, corporate executives, and professionals. With over a decade of experience in the financial sector, he has a strong focus on estate planning, disability insurance, and retirement income planning. Brian's innovative approach to financial education empowers clients to transition from working for money to having their investments generate income. He has played a pivotal role in expanding Peachtree Planning's operations into Greenville, South Carolina, a rapidly growing market. His commitment to client service and ethical standards has earned him multiple accolades, including recognition as one of Atlanta's top financial advisors under 40. An interesting aspect of his background is his previous career as a professional football player, which adds a unique perspective to his financial advisory role. Brian holds a degree from Samford University and is actively involved in community service as a board member for local organizations.
Brian Holmes
Work Experience
Board Member at
Meyer Ctr For Special Children
December 2021 - Present
Financial Representative, Wealth Management Advisor at
Peachtree Planning
October 2009 - Present
Board member at
Georgia TSA Foundation, Inc.
June 2012 - December 2016
Brian Holmes
Education
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, a company specializing in Functions related to depository banking.
Where Brian Holmes graduated from?
Brian Holmes holds a degree in 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 Vice President and Wealth Management Advisor at Peachtree Planning Corporation, specializing in comprehensive financial guidance for business owners, corporate executives, and professionals. With over a decade of experience in the financial sector, he has a strong focus on estate planning, disability insurance, and retirement income planning. Brian's innovative approach to financial education empowers clients to transition from working for money to having their investments generate income. He has played a pivotal role in expanding Peachtree Planning's operations into Greenville, South Carolina, a rapidly growing market. His commitment to client service and ethical standards has earned him multiple accolades, including recognition as one of Atlanta's top financial advisors under 40. An interesting aspect of his background is his previous career as a professional football player, which adds a unique perspective to his financial advisory role. Brian holds a degree from Samford University and is actively involved in community service as a board member for local organizations.
Brian`s contact details
************@peachtreeplanning.com
Colleagues
Franchisee
Vice President And Senior Partner
Investment Advisor, Vice President
Vice President Pensions
President Emeritus, Director of Investments
president
CEO Emeritus
Executive Vice President
President
Vice President