Keith Kail, Managing Director - Peachtree Planning Knoxville

Keith Kail, Managing Director - Peachtree Planning Knoxville Achieve financial security through values based comprehensive process. Keith is the Managing Director for Peachtree Planning - Knoxville as of 2024.

Keith’s role is to build the Peachtree Planning brand in his market area, mentor financial advisors and teams and serve his personal clients through the Peachtree Comprehensive Planning Model aligning client’s financial decisions with their life plans. “Our Advisors are our clients” explains Keith when talking about his leadership role with Peachtree Planning. Keith is a 24-year veteran of the financial services industry with 16 of those years serving in leadership and management positions. In his role with WoodmenLife, Keith served as a financial representative in Cookeville, Tennessee, Recruiting Sales Manager of Knoxville, Tennessee and Regional Director of Arizona. With Peachtree Planning, Keith has been a senior professional and team leader and now Managing Director of Knoxville/East Tennessee. Keith is an Insurance Counselor Fellow, a Certified Financial Education Instructor, Registered Representative and licensed Life & Health Agent. He holds certifications with the Agency Management Training Council,Essentials of Leadership - General Agency Management Association, National Association of Fraternal Insurance Counselors and the National Financial Education Council. Keith was a 2023 Million Dollar Round Table (MDRT) qualifier, a Silver and Bronze Frontiline Leader award recipient (GAMA) and President’s Cabinet Qualifier with WoodmenLife. He is past president of the Arizona Fraternal Corporation, past vice-president of The East Tennessee Fraternal Corporation, past secretary/treasurer of the Tennessee Fraternal Insurance Counselors Association (TNFIC), and past president of the Upper Cumberland Association of Financial and Insurance Advisors (NAIFA). His accomplishments underscore his dual focus: providing steadfast leadership within his organizations and consistently delivering impactful results 'in the trenches' with clients year after year.

“I have a passion for financial literacy. People work hard for their money and they need the power of comprehensive planning which brings the efficiency, leverage and velocity they need to be financially confident and develop their wealth models in a world where the financial deck is clearly stacked against them. With knowledge and wisdom we can overcome the challenges and live our best financial lives that align with our vision for our futures.”

Keith lives in Knoxville/Farragut with his girlfriend Jennifer Slack. He has three adult children - Amanda, Alex and Aaren. Keith enjoys traveling with his partner “Jen” and his kids, live music, car shows and marksmanship.

How much is enough for your emergency fund?
09/16/2026

How much is enough for your emergency fund?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Do you know how to make a social impact with your investments? Read more now.
09/14/2026

Do you know how to make a social impact with your investments? Read more now.

Learn about the rise of Impact Investing and how it may benefit you.

Tennessee Tap House check out this guy for live music. We heard him at Iron Forge and thought he might be a good fit fo...
09/11/2026

Tennessee Tap House check out this guy for live music. We heard him at Iron Forge and thought he might be a good fit for you and your customers (like me!).

is an Instagram creator.

09/11/2026

Observations from Yardley Flats of the Covenant health Park September 11th In Remembrance Ceremony.

When considering a record keeping system for your business, you need to ask yourself some very important questions
09/11/2026

When considering a record keeping system for your business, you need to ask yourself some very important questions

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Every parent wants to give their kids the best start in life. These 5 savings tips can help make a difference
09/09/2026

Every parent wants to give their kids the best start in life. These 5 savings tips can help make a difference

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:
09/07/2026

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
09/04/2026

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

It’s terrible to contemplate losing your business associate, but it’s a risk all business co-owners face, making it impo...
09/02/2026

It’s terrible to contemplate losing your business associate, but it’s a risk all business co-owners face, making it important to plan for. Transitioning a business after the passing of an associate can be difficult, but I can help guide you.

Three options to consider in preparation for transitioning a business after the passing of an associate. 

Address

8351 E. Walker Springs Lane
Knoxville, TN

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18656728086

Website

Alerts

Be the first to know and let us send you an email when Keith Kail, Managing Director - Peachtree Planning Knoxville posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Keith Kail, Managing Director - Peachtree Planning Knoxville:

Shortcuts

Share

Category