Broker Check
Brooks M. Gregory, RICP®

Brooks M. Gregory, RICP®

Brooks has been serving his clients best interests since 1994.  He graduated with a BA in economics from Denison University in Granville, Ohio.  He is also an alumnus of The Taft School in Watertown, Connecticut.  Prior to attending Taft, he attended Woodward Academy in Atlanta, Georgia.  Brooks began his career in 1994 and came to Peachtree Planning in May of 2000.

Successful individuals and business owners have chosen to work with him because of his knowledge, experience, and creativity.  What this means is that in a brief period, he will identify either 1) areas of concern in one’s planning or, 2) creative strategies to help his clients reach their goals more quickly and effectively.  His all-encompassing approach to planning is unique and sets him apart from his peers.  The benefit to his clients is that they have a trusted financial professional, serving their best interests, and giving them the confidence and clarity necessary for long-term success.  As confirmation of his commitment to superior service, Brooks was honored by the firm in 2003 as the financial representative, in their first five years of business, who demonstrates the highest level of business and client service excellence. 

Brooks, an Atlanta native, lives in Buckhead with his wife, Whitney, and their daughters, Eliza, Brier, and Lydia.  Active in his community, Brooks is a member of The Capital City Club and attends St. James United Methodist Church.  He is a past President of the Roxboro Valley Swim and Tennis Club, has served on the Pine Hills Zoning Committee, as well as the Pine Hills Civic Association, and has served on the Finance Committee at SJUMC.  Currently, he serves as a co-Lay Leader at St. James. He is also active in his girls’ education by helping in a variety of ways at Holy Innocents' Episcopal School.  With his leisure time, he enjoys playing golf, playing lacrosse, and spending quality time with friends and family.

 Brooks’ office is located at 5040 Roswell Road, Suite 100 Atlanta, Georgia 30342. 

 

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), Financial Representative of Guardian 2018-61438 Exp 6-20