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Matthew D

Series 63, Series 66

Austin, TX

Guardian Life

Matthew Diteresa is a financial advisor with Primerica Advisors based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance since 2015. Outside of his advisory work, he serves as Treasurer on the Board of Directors for St. Dominic Savio Catholic High School and is a member of the Board of Directors for St. Louis King of France. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing a mix of proprietary and third-party investment strategies with both discretionary and non-discretionary management options.

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

Series 66

Austin, TX

Guardian Life

Matthew Diteresa is a financial advisor at Guardian Life with one year of industry experience. He holds the Series 66 designation and has previously worked with Park Avenue Securities and Equitable Advisors. Outside of his advisory role, he is a 1% owner of 3MA Holdings, LP. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a 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 using both proprietary and third-party models.

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

Series 63, Series 65

Austin, TX

Guardian Life

Thomas Sibley Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Park Avenue Securities since 2012 and Guardian Life Insurance Company since 2011. Outside of his advisory role, he moderates an insurance class at Hutson-Tillotson University. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

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

CFP®, Series 63

Austin, TX

Guardian Life

Donald Zielinski Jr. is a CFP® professional with three years of experience in financial advising at Primerica Advisors. He has a background that includes nine years with Guardian Life Insurance Company and ten years with Corning. Primerica Advisors serves a diverse retail client base, offering both brokerage and advisory services with a range of investment programs and financial planning solutions. The firm uses a combination of proprietary and third-party investment strategies to meet client needs.

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

CFP®, Series 66

Austin, TX

Guardian Life

Donald Beattie is a CFP® with 17 years of industry experience, currently affiliated with Primerica Advisors in Lakeway, TX. He has previously worked with Guardian Life Insurance Company and Park Avenue Securities, with nearly a decade at each firm. Beattie is also a partner in White Coat Wealth Advisors, LLC, a financial advisory practice. Park Avenue Securities LLC serves a wide range of clients including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a variety of investment strategies through proprietary and third-party platforms and supports discretionary and non-discretionary account management.

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