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Cecelia N

Series 63, Series 65

Atlanta, GA

Guardian Life

Cecelia Nelson is a financial advisor at Guardian Life with Series 63 and Series 65 credentials and one year of industry experience. She has previously worked at Equity Services Inc, National Life Group, and Morgan & Morgan PLLC. Her outside business activities include involvement with CZN Acquisitions LLC, where she dedicates a notable portion of her time. Guardian Life’s subsidiary, Park Avenue Securities, provides brokerage and advisory services to individuals, retirement plans, charitable organizations, and corporate clients, utilizing a range of investment programs and model portfolios from in-house and third-party managers.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Eryk W

Series 63, Series 66

Atlanta, GA

Guardian Life

Eryk Watson is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has four years of industry experience and previously worked at Northwestern Mutual. Outside of his advisory role, he owns and operates E33 Eagles, a non-financial services business focused on coaching, scheduling, and budgeting. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a wholly owned subsidiary of The Guardian Life Insurance Company of America. The firm provides brokerage, financial planning, and investment advisory services to individuals, pension plans, nonprofits, and corporate clients using both proprietary and third-party investment programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Ashaunda D

Series 63, Series 65

Atlanta, GA

Guardian Life

Ashaunda Davis is a financial advisor with Guardian Life in Atlanta, GA, holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked at Park Avenue Securities since 2021 and previously held roles at Northwestern Mutual Wealth Management and Northwestern Mutual Investment Services. Davis is also an author of "Wealth Over Riches." Park Avenue Securities, doing business as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with financial planning, retirement consulting, and a combination of proprietary and third-party investment programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Adam Y

Series 63, Series 65

Atlanta, GA

Guardian Life

Adam Youngman is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and having three years of industry experience. His prior roles include positions at Guardian Life Insurance Company and Northwestern Mutual. Outside of advising, he is involved in offering insurance products beyond his work with Guardian Life. Primerica Advisors serves a broad retail client base and provides a range of brokerage and advisory services, including financial planning and retirement-plan consulting. The firm utilizes proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Samuel R

Series 63, Series 65

Atlanta, GA

Guardian Life

Samuel Renken is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with Guardian Life and Park Avenue Securities since 2018 and previously held roles at Mass Mutual and Mutual of Omaha. Outside of his advisory work, he is involved as a board member of the Hambidge Center, an organization offering residencies and workshops in the visual and culinary arts. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individual, high-net-worth, and institutional clients with brokerage services, financial planning, and investment advisory programs using a range of model portfolios and technology-driven solutions.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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