Peachtree Planning
Jon Eric Dodd is an experienced financial professional currently serving as a Financial Representative at Peachtree Planning since November 2015, where Registered Representative and Financial Advisor services are provided through Park Avenue Securities LLC. Prior to this role, Jon Dodd worked as a Financial Advisor at Wells Fargo Advisors from October 2013 to November 2015 and served as a Small Business Banker at Bank of America from February 2012 to October 2012. Earlier in their career, Jon Dodd held the position of Vice President and Commercial Lender at Piedmont Community Bank from October 2006 to November 2011. Jon Dodd holds a Bachelor's Degree in Finance and Management from Mercer University, earned between 1998 and 2001.
This person is not in the org chart
This person is not in any offices
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