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.
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.)
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.
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.
Executive Vice President | Principal | Private Client Group
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 Us
Risk Advisor Private Client Group
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
— Chief Financial Officer, Ackerman Security Systems
— CEO, Aurify
— Operational Strategy Director, Community Foundation for Greater Atlanta
— CFO, The Work Institute
— SVP Asset Management, Pope & Land
or call 404-238-9090