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Brian Holmes
Brian Holmes
Board member | Peachtree Planning
Greenville-Spartanburg-Anderson, South Carolina Area United States, United States
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.
Brian Holmes
Work Experience
Board Member at
The Meyer Center for Special Children
December 2021 - Present
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
************@peachtreeplanning.com
Colleagues
Disability Income Specialist
Financial Representative, Vice President
president
CEO Emeritus
Executive Vice President
Vice President Pensions
Vice President and Senior Partner
Vice President
Investment Advisor, Vice President
President Emeritus, Director of Investments