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Samuel P

Series 66

Deerfield, IL

Guardian Life

Samuel Pollack is a Series 66-licensed financial advisor with Primerica Advisors, based in Deerfield, IL, and has three years of industry experience. His prior work includes roles at Guardian Life Insurance Company, Park Avenue Securities, The Pietsch Financial Group, and CliftonLarsonAllen. Outside of advising, he provides tax preparation services through SP Tax Services, LLC. 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 both brokerage and advisory services, utilizing a mix of proprietary model portfolios, third-party managers, and digital advice solutions.

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

ChFC®, Series 63

Deerfield, IL

Guardian Life

Jay Pollack is a financial advisor with Primerica Advisors and holds the ChFC® and Series 63 designations. He has 43 years of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his primary advisory work, he is involved with Laurus Strategies for Wealth, a separate investment-related business. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services.

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