We are thrilled to announce that Peachtree Planning's esteemed women financial professionals—Dara Davis, Sarah Dozier, Ande Frazier, and Irma Montes—have been recognized as NAIFA-Georgia's 2025 Top Women Advisors.This prestigious honor highlights their unwavering dedication, exceptional expertise, and significant contributions to the financial services industry.
Dara Davisbrings over 25 years of experience in financial services, recently joining Peachtree Planning as Managing Director for the Georgia team.Her leadership and commitment have been instrumental in guiding clients toward financial confidence.
Sarah Dozier, a Vice President at Peachtree Planning, has consistently demonstrated excellence in financial services, earning her recognition as a Top Female Advisor by NAIFA-Atlanta in previous years.Her client-centric approach continues to make a profound impact.
Ande Frazierhas dedicated over three decades to the financial industry, specializing in personal finance and wealth building for individuals and business owners.As a Partner at Peachtree Planning of North Georgia, Ande's expertise has been invaluable to both clients and colleagues. She recently has a new role as Head of Advisor Development & Innovation at Peachtree Planning!
Irma Monteshas been recognized not only as a Top Woman Advisor but also as one of NAIFA-Georgia's Top Advisors Under 40 in 2024.Her dynamic approach and dedication have set her apart as a rising star in the financial services sector.
Peachtree Planning takes immense pride in these outstanding professionals.Their achievements reflect the firm's commitment to excellence and the empowerment of women in finance.Congratulations to Dara, Sarah, Ande, and Irma on this well-deserved recognition!
Note: This recognition is based on an annual evaluation by NAIFA-Georgia, considering excellence and achievement in the financial services field.
National Association of Insurance and Financial Advisors is endorsed by but not affiliated with Guardian or its subsidiaries. Members must pay an annual fee. This association is unaffiliated with my advisory business. A Financial Advisor must be registered as an investment advisor representative with PAS providing investment advisory services. This awards is not issued by Guardian or its subsidiaries.