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Dara Davis

Dara Davis

Managing Director

As a Director of Investments and Operational Strategy Coach for Business Owners, I am committed to progressing the investment business, my fellow advisors, and my clients. By working with me, your potential for greater financial confidence will be uncovered. Additionally, as an advisor, I provide current and prospective clients with the resources they need to make financial decisions.

Specifically, I provide strategic support in managing investment activities for Peachtree Planning and its advisors. I am responsible for the growth and development of the investment business while offering financial services to private clients for individual and business financial planning. Through personalized financial roadmaps, I strategize with clients to help them achieve financial confidence as they build wealth.

In the quest to achieve consistently strategic outcomes, I work with clients to conceptualize the importance of financial mindfulness. Individually and with my team, I aim to help enhance the trajectory of client's financial futures.

If you are confident, ready, and able to make life changes for the benefit of your financial future, I look forward to working with you. Preparing for the next step in life isn’t always easy, but knowledge is the key to help work towards a successful financial future. 

Her office is located at 5040 Roswell Road, Atlanta, GA 30342.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), Financial Representative of Guardian, CA Insurance License #4101589.