Peachtree Planning
Winston R. is a seasoned financial professional with extensive experience in various roles within the financial services and analytical sectors. Currently serving as a Financial Representative at Peachtree Planning since March 2021, Winston R. also runs a self-employed venture from January 2020. Previous positions include Direct Sales Executive at Landon Capital, Financial Services Professional at TransAmerica Financial Advisors, and Investment Consultant at Merrill Edge. Winston R. has demonstrated expertise in investment consulting, financial advising, and business development, with a strong track record in client relationship management and operational analysis. Winston R. holds a Master’s degree in Business Administration and Management from the University of North Florida and a Bachelor’s degree in Psychology from the University of North Carolina at Asheville.
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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