Private Client
A Wealth of Insurance Expertise is Only Part of It
We walk with you, keeping our eyes on the road ahead & looking out for your interests.
Talk to Usor call 404-238-9090
You probably didn’t get to where you are today without a trusted circle of experts advising you on various matters. But who’s keeping watch on your risk and exposure? With so much at stake, you need a partner who understands the high value coverage needs of the wealthy and emerging affluent. P&J is the partner you can count on.
YOU NEED A PARTNER WHO UNDERSTANDS HIGH VALUE COVERAGE NEEDS
CUSTOMIZED COUNSEL FOR YOUR UNIQUE SITUATION.
Instead of issuing a cookie-cutter policy you’ll quickly outgrow, we dedicate ourselves to getting to know you and understanding your needs. That way, we can design a custom program that can quickly pivot as those needs change. Our aim is to make sure you’re never under- or over-insured. (You’d be surprised how many of our new clients were carrying unnecessary coverage for years and didn’t know it.)
PROACTIVE RISK MITIGATION & INSURANCE PLANNING.
We do a full risk analysis to identify and close gaps. What do you have? What should you have? (Boat insurance? Antique insurance? Umbrella insurance?) Then, we work with various carriers to get you the most complete coverage for the best value.
A DEDICATED ACCOUNT MANAGER WHO’S ALWAYS AVAILABLE.
Claims-related events don’t just happen between 9-5. You’re serviced by an account manager who’s accessible to you for any emergency.
Protecting the value of the things in your life.
Executive Vice President | Principal | Private Client Group
MEET OUR EXPERTS
Shannon earned her BS from Appalachian State University in Communications and Public Relations. She is a licensed agent in both Property & Casualty and Life & Health insurance. Shannon has more than 19 years experience in personal insurance, with a concentration in understanding and mitigating complex risks. Her primary strength and expertise is the placement and management of personal insurance for successful families.
Contact UsRisk Advisor Private Client Group
MEET OUR EXPERTS
Marie is a licensed agent in both Property & Casualty insurance and has more than 19 years of experience in Personal insurance, spending most of that time working with high net worth individuals. Her expertise is in risk analysis and placement of Personal insurance for the affluent and their families.
Contact Us"Pritchard & Jerden are our trusted advisors for cost effective risk management."
— Chief Financial Officer, Ackerman Security Systems
"They delivered on their promise with efficiency, integrity and professionalism."
— CEO, Aurify
"Pritchard & Jerden has been a fantastic partner."
— Operational Strategy Director, Community Foundation for Greater Atlanta
"P&J is a proactive benefits partner, navigating solutions for complex business environments."
— CFO, The Work Institute
"We’ve worked with Pritchard & Jerden for over 50 years. "
— SVP Asset Management, Pope & Land
P&J Today
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Talk to Usor call 404-238-9090