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Brian Holmes

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Brian Holmes

Board Member | Peachtree Planning

United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Non-Profit Experience

Brian Holmes

Work Experience

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Board Member at

Meyer Ctr For Special Children

December 2021 - Present

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Financial Representative, Wealth Management Advisor at

Peachtree Planning

October 2009 - Present

💼

Board member at

Georgia TSA Foundation, Inc.

June 2012 - December 2016

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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, 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

mail

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

Colleagues

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Josh Cobb

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Bill Coffey

Vice President Pensions

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Brad Stonecipher

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Corky Dawes

president

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Keith Dykes

Executive Vice President

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James Gnefkow

President

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Cfp John Mccollum

Vice President

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