Billy Haley

About Billy Haley

Billy is a native of Nashville, Tennessee graduating from Father Ryan High School. He graduated with a Sport Management degree and Business Administration minor from the University of Tennessee in Knoxville before making the move back home to Nashville. In 2009, Billy began his career in the financial services industry to help serve families and small business owners across the country. His passion for genuine relationships, while collaborating with clients on the importance of planning personally, professionally and financially in all aspects of life continue to help those plan generationally. They continue to develop strategies to help individuals, families and small businesses reach financial security as efficiently and effectively as possible. He and the Team have worked diligently over the years to make a positive impact in their communities through serving clients. Billy, his wife Lauren, their two daughters Aldyn and Perrie, and son Calder live in Franklin, Tennessee. Active in his community, Billy serves on the Father Ryan High School Alumni Board, the Williamson County UT Alumni Chapter Board, President of the NC Athletics Board, and was a Past President of the University of Tennessee Young Alumni Council. In his leisure, he enjoys spending time with family, coaching youth sports, and traveling the country to sporting events with friends.*Guardian and its subsidiaries do not endorse or have any direct or indirect responsibility with respect to this activity./COMPLIANCE:20••••75/

Experience

1. Financial Representative

   Peachtree Planning

   Jul 2009 — Present · Brentwood, TN, US

   Peachtree Planning specializes in providing financial knowledge and strategies to individuals and business owners. We develop, implement and utilize financial strategies to help maximize our clients’ time and money. Peachtree Planning is a leading provider of comprehensive wealth planning and client management strategies.Registered Representative of Park Avenue Securities LLC (PAS). OSJ: 5040 Roswell Road, Atlanta GA, 30342, 40••••••00. Securities products offered through PAS, member FINRA, SIPC. California license #0K71771 Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Peachtree Planning of Ten is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. 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. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.

Education

• University of Tennessee-Knoxville

  Sport Management

  2001 — 2006