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Thomas T

Series 63, Series 65

Birmingham, AL

Guardian Life

Thomas Taylor is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 19 years of industry experience, including long tenures at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he coaches baseball and provides baseball lessons for compensation. Park Avenue Securities serves a broad retail client base with brokerage and advisory services, offering a range of proprietary and third-party investment programs along with financial and business consulting. The firm manages approximately $15 billion in regulatory assets under management and supports diverse investment strategies and account-level services.

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

Series 66

Birmingham, AL

Guardian Life

Cason Smith is a financial advisor with Guardian Life and holds a Series 66 designation. He has five years of industry experience, with prior roles at Park Avenue Securities and Strategic Wealth Specialists. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

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