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Cynthia Nunnally
Cynthia L. Nunnally joined Peachtree Planning Corporation in 1992 as a Financial Consultant, specializing in wealth creation and conservation for professionals and business owners. She focuses on strategies to reduce wealth erosion and to help maximize wealth potential. Cynthia is a Registered Representative and Registered Investment Advisor with Park Avenue Securities, LLC.
Cynthia graduated from The University of Georgia with a Bachelor of Science Degree in Mathematics. Subsequently, she has completed courses with The Life Underwriters Training Council, The American Institute of Banking, The Georgia Bankers Association, The American College, and The College of Financial Planning. These studies include Fundamentals of Financial Planning, Planning for Retirement Needs, Investments, Income Taxation, Fundamentals of Estate Planning and Wealth Accumulation Planning.
Following college graduation, Cynthia was employed by The Citizens and Southern National Bank. As a Vice-President, she was responsible for providing financial services for business owners and professional Bank customers. A native of Athens, Georgia, she is active with the Athens Area Cancer Auxiliary, Athens Regional Medical Center Foundation, Cornerstone Society, Leadership Athens Alumni, Athens Area Home Builders Association, Athens Area Estate Planning Network, Athens Chapter of the National Association of Insurance and Financial Advisors, UGA Heritage Society, Athens Rotary Club, and Athens Country Club.
Cynthia is married to Thomas D. Howell and they are active members of Young Harris Memorial United Methodist Church.
Cynthia's office is located at 126 South Milledge Avenue Suite B, Athens, GA 30605. The phone number is 706-543-1219 and the fax number is 706-543-8729. Her email address is Cynthia.Nunnally@peachtreeplanning.com
Cynthia L. Nunnally, Registered Representative and Investment Advisor Representative of Park Avenue Securities LLC (PAS). Securities products and services are offered through PAS, 5040 Roswell Road, Atlanta, Georgia 30342, 1-800-366-0839. Special Agent, 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.
#2008-9773
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