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Peachtree Planning is pleased to announce Dara Davis joined the firm as GA’s Director of Investments

Peachtree Planning is pleased to announce Dara Davis joined the firm as GA’s Director of Investments

| May 03, 2023

New Hire Announcement - Dara Davis, Director of Investments joins Peachtree Planning in Georgia

Peachtree Planning is pleased to announce that Dara Davis has joined the firm as Georgia’s Director of Investments.  Dara is committed to progressing the investment business, supporting the professional development of financial advisors, and providing her own private advisory clients with the resources they need to make financial decisions.

 "We believe that Dara is the ideal fit for this role at Peachtree Planning to lead the next chapter of growth and success. We have all been impressed by her strong track record of execution in the investment space that drives results. Dara has consistently delivered quality results in a competitive environment. We are excited to have her at Peachtree Planning," said Brad Stonecipher, President of Peachtree Planning.

 "I am honored to join Peachtree Planning as a Director of Investments, Financial Advisor, and Operational Strategy Coach for Business Owners. I look forward to providing strategic support in managing investment activities for Peachtree Planning and its advisors," said Dara Davis.

About Dara Davis

Dara has over 25 years of cross-functional corporate experience and her calling is reflected in her unwavering commitment to her clients and colleagues. By working with her, your potential for greater financial confidence and success will be uncovered. She can be reached for financial consultations at


About Peachtree Planning

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, when Bob Mathis, Founder, started the firm with a strategy of serving 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 solutions for its clients.  Peachtree Planning has $3.2 billion in assets under administration* and has more than 88 representatives in over 26 offices throughout Alabama, Georgia, South Carolina, and Tennessee. To learn more about this firm, please visit the website at 


*Note: All figures reflect policies and contracts of the primary servicing agency.  Reflects all in force policies and contracts serviced by this agency as of 12/31/2022.*$3,235,065,942 Represents in force cash values for life insurance, and market values of all securities accounts (except investment sponsors that are not contracted with Albridge and investments that have not cleared through Pershing as of 12/31/2022). Market values of securities accounts are subject to significant changes due to market conditions. The values provided should not be used in making a determination on the quality of services provided by representatives of this agency.
Peachtree Planning 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 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.  2023-155118 Exp 5.2025