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Alan L

Series 66

Birmingham, AL

Guardian Life

Alan Lott is a financial advisor with Guardian Life in Birmingham, AL, holding a Series 66 designation and 15 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2010. Outside of advising, he serves on the advisory board of directors for the Greystone YMCA and provides business consulting to help improve operational efficiency for business owners. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client relationships through advisor-led discretionary and model-based management, along with access to insurance products and alternative investments via its connection with Guardian Life.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Michael L

Series 63, Series 66

Birmingham, AL

Guardian Life

Michael Lahurd is a financial advisor with Guardian Life, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. His career includes roles at Park Avenue Securities and Mass Mutual Investors Services. Outside of his advisory work, he authors ebooks that are distributed to clients based on their responses. Park Avenue Securities LLC, where he is based, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary wrap programs, third-party advisory solutions, and a digital advisory platform.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Matthew M

ChFC®, Series 63, Series 65

Birmingham, AL

Guardian Life

Matthew Mcdowell is a financial advisor at Guardian Life with nine years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Mcdowell is president of Greater Crestwood Inc., a neighborhood association in Birmingham, AL. He is affiliated with Park Avenue Securities LLC, a subsidiary of Guardian Life, which serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, providing tailored financial planning, consulting, and access to both proprietary and third-party investment solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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