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David W

Series 63, Series 66

Dayton, OH

Guardian Life

David Warner is a financial advisor with Primerica Advisors in Dayton, OH, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2007. Outside of his advisory role, Warner serves as a volunteer board member for the Coffman YMCA and is a cycling instructor; he is also the vice president of the Dayton Cycling Club. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services, financial planning, and retirement-plan consulting. The firm offers various proprietary and third-party investment programs and employs a mix of discretionary and non-discretionary management strategies across multiple investment vehicles.

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

Dayton, OH

Guardian Life

Brian Leen is a financial advisor with Primerica Advisors in Dayton, OH, holding 30 years of industry experience. He has been associated with Guardian Life Insurance Co of America and Primerica Advisors since 2007. Outside of his advisory role, Leen is involved in healthcare benefits consulting through LS Benefits Consulting LLC. Primerica Advisors is part of Park Avenue Securities LLC, which serves a diverse 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 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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