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Chuck McDowell - Vice President
Chuck has helped clients make sound financial decisions for 22 years. He graduated with a Bachelor of Science from Auburn University. Chuck has focused his professional studies on The LEAP System. He has taken fundamental, intermediate, advanced, and master courses from LEAP Systems, Inc. In addition, he is one of only five national trainers for LEAP Systems, Inc. He teaches over 1000 financial professionals each year.
Chuck is also the creator The Financial Intelligence Experience™. The program helps its members focus on the crucial areas in their life, providing real clarity. It is useful in determining if what someone has is getting them what they want. Members experience greater financial success, increased confidence, and realized dreams. It is specifically designed to achieve these results with no additional outlay and no new risks.
Chuck founded Piedmont Strategic Group in 1980 and decided to join with Peachtree Planning Corporation in 1990. He currently serves as a Vice President and heads the Alpharetta/Duluth Office.
He and his family live in Duluth and are active in their church, schools and clubs.
His office is located at 9635 Ventanna Way, Suite 102, Alpharetta, GA 30022. The phone number is 770-476-1111.
Charles McDowell, Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor, 5040 Roswell Road, Atlanta, Georgia 30342, 1-800-366-0839. 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. Peachtree Planning Advisors is an independent registered investment advisor.
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