Peachtree Planning
Dara Davis has a diverse work experience spanning several industries. From 1996 to 1999, they worked as a Professional Dancer, Instructor, and Adjunct Artist, specializing in ballet and modern dance instruction. In 1999, they transitioned to Mercedes-Benz USA and held various roles, including Supervisor of Quality Assurance and Supervisor of Warranty Compliance. They also served as a Department Manager, overseeing training, curriculum development, and warranty operations. In 2006, they became a Partner at Davis and Davis Companies, focusing on providing operational and strategic assistance to clients. In 2019, they joined Peachtree Planning as a Financial Advisor, helping individuals, families, and businesses with financial planning and wealth accumulation strategies. They later became the Director of Investments, responsible for managing investment activities and growing the investment business. In 2021, they worked as a Vice President at Capstone Financial, advising clients on their financial journeys and promoting financial mindfulness.
Dara Davis has a diverse educational background. Dara obtained a Bachelor of Science (B.S.) degree in Business Management from the Christos M. Cotsakos College of Business at William Paterson University of New Jersey. Additionally, Dara earned a Bachelor of Arts (B.A.) degree in Dance from the Mason Gross School of the Arts at Rutgers University. In terms of certifications, Dara holds a license as a Life, Accident, and Sickness Agent from the State of Georgia. Furthermore, Dara is also licensed by FINRA, with certifications including the Series 66 (Uniform Combined State Law) and the Series 7 (General Securities Representative). The specific years and months of obtaining these certifications are not provided.
Peachtree Planning
Peachtree Planning specializes in providing financial knowledge and solutions to individuals and business owners. We develop, implement and utilize financial strategies to help maximize our clients’ time and money. Peachtree Planning is a leading provider of comprehensive wealth planning and client management strategies. The firm has served the Southeast since its inception in 1987, with a strategy of helping clients with a proven financial planning process rather than just selling financial products. Today, Peachtree Planning is recognized as one of the premier organizations in the country focusing on providing winning financial strategies for its individual and business clients. Peachtree Planning can help you implement and manage the various financial components to turn your vision into reality. Congratulations to Peachtree Planning Corporation on being named an AJC's "Top Small Business Workplace"! - April 17, 2021 Peachtree Planning of Georgia, LLC is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 5040 Roswell Road Atlanta, GA 30342, ph# 404.260.1600, PAS is a wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. 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. 2022-137427 Exp. 5/24