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Jason G

Series 66

Maitland, FL

Guardian Life

Jason Greene is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 20 years of industry experience. He previously worked at Truist Investment Services, Inc. and has been with his current firms since 2008. Greene serves on the UCF College of Business Dean’s Advisory Board and is involved with the Greater Orlando Builders Association Membership Committee. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies through proprietary and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Phillip H

Series 63, Series 65

Maitland, FL

Guardian Life

Phillip Henry is a financial advisor with Guardian Life in Maitland, Florida, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has been with Guardian Life since 2013. Outside of his advisory work, he serves on multiple nonprofit and advisory boards, including the Holistic Environmental Stewardship Foundation and the UCF College Dean Advisory Board. Guardian Life’s Park Avenue® Wealth Management subsidiary offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charities. The firm employs both advisor-led discretionary management and model-based strategies, providing tailored client solutions through proprietary and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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