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Brad Stonecipher - Executive Vice President
Brad has over 25 years experience in the financial services industry. He was previously employed with Trust Company Bank, Merrill Lynch, and Robinson Humphrey, before joining Peachtree Planning in 1995. Brad currently oversees Peachtree Planning’s Investment Department which includes, Operations, Compliance, and Investment Product Sales. He is responsible for over 85 registered representatives who currently manage over $2.314 billion of their clients’ assets. Brad also currently serves as Vice President of Peachtree Planning Advisors, an Independently Registered Investment Advisory Firm.
Brad is the recipient of several professional organizational awards. He has served as a member of the Field Advisory Board for Park Avenue Securities (PAS) and for Guardian Insurance & Annuity Company. He helped develop and implement the PAS Investment Specialist Training Program, a program that has trained over 200 Investment Specialist’s throughout the country.
He graduated with a BBA, from the University of Kentucky. He is a member of the IAFP, International Association of Financial Planners, a member of the Atlanta Chapter of the ALU, Association of Life Underwriters, and a member of GAMA International, The General Agents and Managers Association.
Brad lives in Buckhead with his wife, Iris, and their son, Nick, and daughter, Haley. They are members of Peachtree Presbyterian Church.
His office is located at 5040 Roswell Road, Atlanta, GA 30342. The phone number is 404-260-1608 and the fax number is 404-260-1708. Brad's email address is brad.stonecipher@peachtreeplanning.com.
Download One Size Doesn't Fit All - How to Determine which Investment Information is Right for YouD. Bradley Stonecipher, Registered Principal of Park Avenue Securities LLC (PAS). Securities products and services are offered through PAS, 5040 Roswell Road, Atlanta, GA 30342, 800-366-0839. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect wholly-owned subsidiary of Guardian. Peachtree Planning Corporation is not an affiliate or subsidiary of PAS or Guardian.
PAS is a member FINRA, SIPC.
5040 Roswell Road, Atlanta, Georgia 30342
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Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS), 5040 Roswell Road, Atlanta, GA 30342, 1-800-366-0839. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor. Financial Representatives, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Peachtree Planning Corporation and Peachtree Planning of Tennessee, LLC are not affiliates or subsidiaries of PAS or Guardian.
PAS is a member of FINRA, SIPC.
The Financial Representatives of Peachtree Planning Corporation and Peachtree Planning of Tennesee, LLC are not licensed to sell insurance in all 50 states. To find out if an agent is licensed in your state, please contact Nina Weaver at 404-260-1677. Neither Park Avenue Securities, Guardian, nor their representatives render legal or tax advice. Please consult with your attorney, accountant, and / or tax advisor for advice concerning your particular circumstances. Disability Income and Long Term Care products underwritten and issued by Berkshire Life Insurance Company of America, Pittsburgh, MA, a wholly owned stock subsidiary of The Guardian Life Insurance Company of America, New York, NY. Products not available in all states. Product provisions and features may vary from state to state.
THE LIVING BALANCE SHEET® and logo are registered trademarks of The Guardian Life Insurance Company of America, New York, NY. Patent is pending. The trademark The Living Balance Sheet and the content and graphics on this website which relate or refer to The Living Balance Sheet system are used under license from Guardian.
The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside.
* GAMA International, August 2007
** The Atlanta Business Chronicle 2007 Book of List: Atlanta's Top Life Insurance Agencies and Atlanta's Top 25 Financial Planning and Advisory Firms