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.
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 email@example.com.
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 www.peachtreeplanning.com.