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John M

Series 66

Evansville, IN

Guardian Life

John Morrow is a financial advisor with Primerica Advisors in Wadesville, Indiana, holding a Series 66 designation and 23 years of industry experience. His prior firms include Guardian Life Insurance Company, Park Avenue Securities, Fifth Third Securities, and Securities America. Outside of his advisory work, he is involved in farming and serves at St. Paul’s Church of Poseyville, Inc. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, including proprietary advisory programs and third-party investment platforms. The firm offers both discretionary and non-discretionary account management with diverse investment options and financial planning solutions.

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

Series 63, Series 65

Evansville, IN

Guardian Life

Julie Weyer is a financial advisor at Guardian Life with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2016. Outside of her advisory role, she is involved with Lawton Insurance. 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 with a range of financial planning and investment advisory services.

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