Palmer chose to join Ashford Advisors because he saw it as an environment where he could grow and learn from others who share his values. As an advisor, he loves helping people by coaching and teaching them how impactful planning vs non-planning can be on a family’s financial stability.
Palmer notes that in this industry “every day is different”, having the opportunity to learn something new all the time and meeting new people brings him joy!
Palmer grew up in Atlanta, Georgia and today, although he lived in Alabama and Wyoming for a few years, he currently resides in Atlanta.
In his free time, Palmer enjoys spending time with his family, nieces, and fiance Clauida as well as his dog Willow. His passions are snowboarding, playing guitar, watching Alabama football, and researching automobile modifications. He also takes at least one trip a year to Jackson Hole, Wyoming, a place that has been part of his life since the age of 10.
Education, Training
- University of Alabama, Bachelor of Science in Commerce and Business Administration, Business Management, 2014
- Series 7 – General Securities
- Series 66 – Uniformed Combined State Law
Recognition
- MDRT (Million Dollar Round Table) – 2021, 2022, 2023*
- Guardian Client Builder Award, Tier 2 - 2019
- Ed Mattingly Award, New Associate of the Year, 2019**
- NAIFA Top Advisor under 40 – 2023***
Memberships
Member of Christ Led Communities (CLC)
Registered Representative & Financial Advisor of Park Avenue Securities, Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Ashford Advisors is not an affiliate or subsidiary of Guardian. Ashford Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License #4094206. *Million Dollar Round Table is endorsed by but not affiliated with Guardian or its subsidiaries. Applicants must annually qualify for membership based on productivity and pay an annual fee. **Guardian/PAS sponsored award/ recognition. *** NAIFA - This award is not issued nor endorsed by Guardian or its subsidiaries.