Advisor at Peachtree Investment Partners, LLC
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Firm
Peachtree Investment Partners, LLC
Location
Vero Beach, FL
Credentials
Series 63, Series 66
Industry experience
21 years
Garrard Schaefer is a financial advisor at Peachtree Investment Partners, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Peachtree Investment Partners since 2007. Schaefer serves as a life trustee at Pace Academy and is a member of the Board of Trustees at Tabor Academy. Peachtree Investment Partners manages portfolios for individuals, trusts, estates, and business entities, focusing on long-term growth through fundamental analysis and diversified investments. The firm serves approximately 233 clients with about $305 million in discretionary assets under management.
1.00% annually
Vero Beach, FL
Florida · Georgia · Massachusetts · Texas
Peachtree Investment Partners, LLC
2007 - Present (19 years)
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They provide trust and estate administration services, typically for separate fees.
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Real estate agent
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Other specialized services
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Series 63, Series 65
Vero Beach, FL
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