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Ronald J

Series 63, Series 65

Braintree, MA

Guardian Life

Ronald Judkins is a financial advisor with Guardian Life and holds the Series 63 and Series 65 designations. He has five years of industry experience, including prior roles at Edward Jones, Pruco Securities/Prudential, and New York Life Insurance Company. Judkins has also been involved with McAdam LLC, an RIA firm, where he provided financial advice. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, serves individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and investment advisory services. The firm offers both discretionary and non-discretionary advisory relationships, utilizing 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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Gregory W

Series 66

Braintree, MA

Guardian Life

Gregory Williams is a financial advisor with Guardian Life and holds a Series 66 designation. He has 28 years of industry experience, including eight years at Mass Mutual Investors Services and sixteen years at Metlife Securities Inc. His current roles include positions at Guardian Life Insurance Company and Park Avenue Securities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser wholly owned by The Guardian Life Insurance Company of America. The firm serves individuals, pension plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, and investment advisory programs that utilize 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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Leonardo A

Series 66

Braintree, MA

Guardian Life

Leonardo Atkinson is a financial advisor with Guardian Life and holds a Series 66 designation. He has nine years of experience, including a long tenure at Cape Cod Five before joining Park Avenue Securities and Guardian Life in 2026. 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 plan consulting, and investment advisory programs utilizing 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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Sean M

Series 63, Series 65

Braintree, MA

Guardian Life

Sean Mccabe is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and seven years of industry experience. His career includes roles at Park Avenue Securities, Guardian Life Insurance Company, OSAIC, Next Financial Group, and Nylife Securities. He serves as a trustee for the Weinguys trust, overseeing fund usage under specified circumstances. Park Avenue Securities LLC serves a broad retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and supports various account-level services including 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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Brian F

Series 63, Series 66

Braintree, MA

Guardian Life

Brian Falconer is a financial advisor with Primerica Advisors who holds Series 63 and Series 66 licenses and has 22 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, SagePoint Financial, and Securian Advisors of New England. Falconer serves as a board member of the National Association of Insurance and Financial Advisors Rhode Island chapter. Park Avenue Securities 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.

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

Series 66

Braintree, MA

Guardian Life

Naji Karam is a financial advisor at Guardian Life with a Series 66 credential and one year of industry experience. His prior roles include positions at Park Avenue Securities and MassMutual Life Insurance Company. Outside of his advisory work, he has experience managing a property-related business. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a variety of discretionary and non-discretionary advisory models and combines proprietary and third-party strategies.

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

Series 63, Series 65

Braintree, MA

Guardian Life

Leo Choquette is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 12 years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, SagePoint Financial, and New York Life Insurance Company. Outside of his advisory work, he serves as a Political Officer and Ward Councilor for the City of New Bedford and is a board member of PACE, a nonprofit that disburses federal funds to local charities. 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 business consulting. The firm employs a mix of proprietary and third-party investment strategies and supports various account-level services, including lending solutions and donor-advised fund options.

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

Series 66

Braintree, MA

Guardian Life

David Chapin is a financial advisor at Guardian Life with one year of industry experience. He holds a Series 66 designation and has worked at Guardian Life, Park Avenue Securities, Equitable Advisors, and Corebridge Financial. He is affiliated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage, financial planning, and investment advisory services to individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of discretionary and non-discretionary investment solutions, including proprietary and third-party models, and integrates insurance products as part of its service offerings.

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

Series 63, Series 65

Braintree, MA

Guardian Life

Erik Oleary is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 12 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and NYLife Securities LLC, among others. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm utilizes a range of proprietary and third-party investment strategies and platforms to manage approximately $15 billion in regulatory assets under management.

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