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Travis S
Series 66
Las Vegas, NV
Guardian Life
Travis Scribner is a financial advisor with Primerica Advisors based in Las Vegas, NV, holding a Series 66 designation and with 12 years of industry experience. He has previously worked at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory work, Scribner is an author and speaker, having published a book titled *Financial Malpractice*, and serves on the board of directors for the nonprofit Just One Project. Park Avenue Securities LLC serves a diverse retail client base including individual investors, high-net-worth clients, charitable organizations, and corporations. The firm offers brokerage and advisory services, financial planning, and retirement-plan consulting through a combination of proprietary and third-party investment strategies, supporting both discretionary and non-discretionary account management.
Diljeet M
Series 63, Series 65
Denver, CO
Guardian Life
Diljeet Masuda is a financial advisor with Primerica Advisors in Denver, CO, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, MML Investors Services LLC, MassMutual Life Insurance Company, Pruco Securities, LLC, Prudential Insurance Company of America, and New York Life. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services with a range of proprietary and third-party investment programs.
Joseph G
Series 66
Bethlehem, PA
Guardian Life
Joseph Garvey III is a financial advisor with Guardian Life and holds a Series 66 designation. He has three years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of finance, he creates and sells original art and prints through his fine art business. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, and investment advisory programs, utilizing both proprietary and third-party models.
James C
Series 63, Series 65
Lake Oswego, OR
Guardian Life
James Cameron is a financial advisor with Primerica Advisors in Lake Oswego, OR, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Principal Securities Inc, and American Fidelity Educational Services. Outside of his advisory work, he is a part owner of Apex Golf Club, a simulator golf business in Portland, OR. Primerica Advisors serves a broad retail client base, offering both brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party models, supporting various account types and additional services such as securities-based lending.
Samuel B
Series 66
Needham, MA
Guardian Life
Samuel Bohmiller is a financial advisor with Guardian Life and holds the Series 66 designation. He has eight years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage and advisory services.
Karen J
Series 63, Series 65
Greenwood Village, CO
Guardian Life
Karen Jessey is a financial advisor with Primerica Advisors in Greenwood Village, Colorado, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Primerica Advisors and Guardian Life Insurance Co. of America since 2008. Outside of her advisory role, she is involved in brokering insurance products and is associated with Phylstrong3 LLC and Kallos Colorado, LLC. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services along with financial and retirement planning. The firm employs a range of investment strategies through proprietary and third-party platforms and supports various account-level services such as lending solutions and donor-advised funds.
Alfonso R
Series 63, Series 65
Boynton Beach, FL
Guardian Life
Alfonso Reda is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2021, and was previously with Primerica Advisors and The Guardian Life Insurance from 2000 to 2021. Outside of his advisory work, he is a volunteer committee member at Westchester Hills Golf Club, where he has been a member for over 20 years, and he is a partner in a full-service accounting firm, Reda, Romano & Co., LLP. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services including lending solutions and donor-advised funds.
Peter L
Series 63, Series 65
Needham, MA
Guardian Life
Peter Leddy is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has worked at Park Avenue Securities, Guardian Life Insurance Co, and Bulfinch Group since the early 2000s. Outside of his advisory roles, he is involved in selling insurance products beyond Guardian Life offerings. Park Avenue Securities serves a diverse retail client base, providing brokerage and advisory services along with financial planning and consulting. The firm employs a variety of investment strategies through proprietary models, third-party managers, and digital advice platforms, supporting both discretionary and non-discretionary account management.
Christopher F
Series 65, Series 63
Tampa, FL
Guardian Life
Christopher Fontana is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked extensively with both firms since 2009 and is also the managing partner and owner of Florida Medical Advisors, LLC. Additionally, he operates a health-life-disability insurance brokerage to support clients seeking insurance products beyond those offered by Guardian. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement consulting, and advisory programs using a combination of proprietary and third-party strategies.
Arjun K
CFA®, Series 66
Kingston, NJ
Guardian Life
Arjun Kapoor is a CFA® charterholder with nine years of industry experience. He currently works at Primerica Advisors and has held prior roles at Park Avenue Securities, Guardian Life Insurance Company, Iconiq Capital, Goldman Sachs & Co., IDB Capital Corp., and Israel Discount Bank of New York. Kapoor is also a co-owner of Jersey Ventures LLC. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement-plan consulting, employing a range of proprietary and third-party investment strategies across various account types.
Darius W
CFP®, Series 65, Series 63
Fort Worth, TX
Guardian Life
Darius White is a CFP® with eight years of industry experience and currently works at Guardian Life and Park Avenue Securities. His prior experience includes roles at Charles Schwab, The Prudential Insurance Company of America, Wells Fargo, BMO Harris, and US Bank. Outside of his advisory work, he is involved in entrepreneurial ventures including serving as President and CEO of Money Mansion DFW LLC and owning an e-commerce business, Urban Trends Outlet. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, and corporate clients with brokerage, financial planning, retirement consulting, and advisory programs. The firm offers both discretionary and non-discretionary advisory services and integrates proprietary and third-party investment models.
William O
Series 63, Series 66
Needham, MA
Guardian Life
William O Malley Jr. is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 credentials. He has eight years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he operates Patriot Tax Service, a CPA and tax preparation business. Park Avenue Securities serves a broad retail client base, offering brokerage and advisory services along with financial planning and retirement consulting. The firm utilizes a range of proprietary and third-party investment strategies, supporting both discretionary and non-discretionary account management.
Jamal A
Series 66
Las Vegas, NV
Guardian Life
Jamal Azzam is a financial advisor with Primerica Advisors in Las Vegas, NV, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Guardian Life Insurance Company, Mass Mutual Investors Services, and First Command Insurance Services. Primerica Advisors operates under Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers proprietary and third-party investment programs and supports a range of account-level services including lending solutions and donor-advised fund options.
Eric B
Series 63, Series 66
Rye Brook, NY
Guardian Life
Eric Banson is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and 66 licenses and 22 years of industry experience. His prior experience includes nine years at Wells Fargo Securities. He serves as trustee of The Norma L. Banson Living Trust, a role unrelated to his investment activities. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individual, corporate, and institutional clients with brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs, including model portfolios and a hybrid digital advisory solution.
Michael C
Series 63, Series 65
New York, NY
Guardian Life
Michael Cohen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2007. Cohen also sells insurance products outside of Guardian when appropriate for his clients. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial planning and retirement-plan consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and a digital advice platform.
Christopher D
CFP®, Series 63, Series 65
Haddonfield, NJ
Guardian Life
Christopher Deyoung is a CFP®-certified financial advisor with 20 years of industry experience, currently affiliated with Primerica Advisors. He has worked extensively with Park Avenue Securities and Guardian Life Insurance Company over the past two decades. Outside of his advisory role, he serves on the Tax and Finance Board at Widener University Business School. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice platforms, supporting various account types and lending solutions.
Jack B
Series 66
New York, NY
Guardian Life
Jack Barone is a financial advisor with Guardian Life in New York, NY, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Park Avenue Securities and The Guardian Life Insurance Company of America, as well as academic experience at Marist College and St. Anthony's High School. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and a variety of investment advisory programs, including both proprietary and third-party solutions.
Gerald C
Series 66
Niceville, FL
Guardian Life
Gerald Campbell Sr. is a Series 66-credentialed financial advisor with seven years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. He served in the United States Air Force for 22 years before entering the financial services sector. Outside of his advisory role, he coordinates financial education classes at his church and serves on the board of directors for a commercial real estate complex. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial and business consulting. The firm utilizes a combination of proprietary model portfolios, third-party managers, and digital advice solutions to implement investment strategies.
Robert P
Series 66
Rye Brook, NY
Guardian Life
Robert Pruett is a financial advisor at Guardian Life with 22 years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2004. Outside of his advisory role, he markets non-Guardian insurance products when appropriate to clients’ financial needs. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, and investment advisory programs to individuals, including high-net-worth clients, pension plans, charitable organizations, and corporate clients.
Monica S
Series 63, Series 65
New York, NY
Guardian Life
Monica Swinney is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and no prior industry experience. Her work history includes roles at Park Avenue Securities, Guardian Life Insurance Company, Strategies for Wealth, Cowgirl Advisory Group, LEX Markets, and EY. Outside of her advisory work, she is part owner of Cowgirl Advisory Group LLC and is involved in selling merchandise for sports and entertainment. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and business consulting. The firm employs a variety of investment strategies through proprietary and third-party managers, supporting both discretionary and non-discretionary accounts.
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