Peachtree Planning logo

Peachtree Planning Employee Directory

Financial ServicesGeorgia, United States51-200 Employees

Peachtree Planning Corporation operates in the Financial Services industry and provides financial guidance and planning services to individuals, families, and business owners. It assists clients in developing and executing personalized strategies intended to improve time efficiency, financial resources, and long-term outcomes. Headquartered in Atlanta, Georgia, at 5600 Glenridge Drive Northeast Suite 600, the company has between 51 and 200 employees. Peachtree Planning operates as an agency of The Guardian Life Insurance Company of America, with securities products and advisory services offered through Park Avenue Securities LLC, a wholly owned Guardian subsidiary; the OSJ is located at 5600 Glenridge Drive, Suite 600 East, Atlanta, GA 30342. Recent recognitions include being named a Top Workplace in the Small Company category in 2019 and being listed by Business Alabama as one of the largest financial planning and investment advisory firms in 2019.

Find Peachtree Planning employees' phone numbers or email addresses

Peachtree Planning Global Highlights

Location
Employees

North America
223

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  • United States Of America
    223

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Peachtree Planning's Leadership

  • Chief Executive Officer at Peachtree Planning
    D. D.
    Chief Executive Officer
  • Owner at Peachtree Planning
    A. P.
    Owner
  • Senior Partner at Peachtree Planning
    R. D.
    Senior Partner
  • Owner at Peachtree Planning
    T. R.
    Owner
  • Vice President at Peachtree Planning
    S. B. D.
    Vice President
  • Vice President at Peachtree Planning
    J. M.
    Vice President
  • Financial Representative, Vice President at Peachtree Planning
    M. J.
    Financial Representative, Vice President
  • Senior Vice President at Peachtree Planning
    C. C.
    Senior Vice President

Peachtree Planning Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Finance
  • Information Technology
  • Other
  • Accounting
  • Education

Contact profiles from Peachtree Planning

Name
Title
Contact
Location
Last Update
  • Director Of Investments at Peachtree Planning
    P. J.
    Director Of Investments
    Oct 23, 2024
  • Executive Assistant And Office Manager at Peachtree Planning
    A. M.
    Executive Assistant And Office Manager
    United Kingdom, Birmingham
    Apr 06, 2023
  • Manager at Peachtree Planning
    J. C.
    Manager
    Oct 17, 2024
  • Principal at Peachtree Planning
    A. B.
    Principal
    Oct 23, 2024
  • Financial Representative at Peachtree Planning
    B. H.
    Financial Representative
    May 30, 2026
  • Financial Professional at Peachtree Planning
    M. M. P.
    Financial Professional
    Jun 30, 2026
  • Agency Control Officer at Peachtree Planning
    P. F.
    Agency Control Officer
    Jul 07, 2026
  • Financial Representative at Peachtree Planning
    D. G.
    Financial Representative
    Jun 28, 2026
  • Financial Advisor And Registered Representative at Peachtree Planning
    D. D.
    Financial Advisor And Registered Representative
    Jun 27, 2026
  • Agent at Peachtree Planning
    A. F.
    Agent
    Jun 29, 2026

Frequently Asked Questions

What is Peachtree Planning known for?

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Peachtree Planning was founded in 1987 and operates in the Financial Services industry. You can contact Peachtree Planning's main corporate office by phone at . Explore Peachtree Planning's company overview page for more information.

What is Peachtree Planning's most common email format?

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Peachtree Planning employees' email format typically follows the pattern of First.Last@peachtreeplanning.com. Trying to find reliable and up-to-date employee contact data? Find more Peachtree Planning email formats with LeadIQ.

How many employees does Peachtree Planning have currently?

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Peachtree Planning has approximately 176 employees as of August 2026. These team members are located across 2 continents, including North America and Europe.

Who are Peachtree Planning's key employees and leadership?

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As of August 2026, Peachtree Planning's key employees include:

  • Chief Executive Officer: D. D.
  • Owner: A. P.
  • Senior Partner: R. D.
  • Owner: T. R.
  • Vice President: S. B. D.

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