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George R
Series 63, Series 65
Pittsburgh, PA
Guardian Life
George Rovee is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and over 29 years of industry experience. He previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company for 17 years. Outside of advising, he is involved in authoring a finance-related book and runs agent coaching and consulting focused on business development and prospecting. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory services using in-house and third-party model portfolios, including a hybrid digital advisory solution, Park Avenue Wealth Management.
Shane W
Series 66
Pittsburgh, PA
Guardian Life
Shane Witt is a financial advisor with Primerica Advisors based in Pittsburgh, PA, holding a Series 66 designation and five years of industry experience. He has worked at Park Avenue Securities and Guardian Life since 2019 and previously worked at RoadBotics Inc and The Summit Pittsburgh. Outside of his advisory work, he operates TURTLESUFERS LLC, a business that sells stickers through Amazon fulfillment. Park Avenue Securities serves a diverse retail client base with both brokerage and advisory services, offering proprietary and third-party investment programs alongside financial planning and retirement consulting. The firm manages approximately $15 billion in regulatory assets under management and supports various account types with discretionary and non-discretionary strategies.
Marylou R
Series 66
Pittsburgh, PA
Guardian Life
Marylou Rodgers is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding a Series 66 designation and 11 years of industry experience. She has worked at Guardian Life and Park Avenue Securities since 2014 and has been involved with Lifetime Financial Growth since 2005. Rodgers serves as General Agent of Guardian through Lifetime Financial Growth Company of Kentucky. Primerica Advisors serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, retirement-plan consulting, and business consulting, utilizing a range of proprietary and third-party investment programs.
Kyle R
Series 66
Pittsburgh, PA
Guardian Life
Kyle Richert is a financial advisor with Guardian Life in Pittsburgh, PA, holding a Series 66 designation and 11 years of industry experience. He has been affiliated with Guardian Life since 2015 and currently works with Park Avenue Securities, a subsidiary of Guardian Life. Outside of his advisory role, he has a minor involvement with Ash Brokerage in insurance products. Park Avenue Securities LLC operates as a dually registered broker-dealer and SEC-registered investment adviser, serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement plan consulting, and investment advisory programs, including both proprietary and third-party solutions.
Stephen C
Series 63, Series 65
Pittsburgh, PA
Guardian Life
Stephen Creps is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, Citizens Securities, Inc., and Citizens Bank. He volunteers as a Creative Gifts Coordinator and serves as an Equip Class Facilitator. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial and retirement planning. The firm uses a range of proprietary and third-party investment strategies and provides various account-level services such as lending solutions and donor-advised funds.
Michael C
Series 66
Pittsburgh, PA
Guardian Life
Michael Campbell is a Series 66-licensed financial advisor with Primerica Advisors in Pittsburgh, PA, bringing 11 years of industry experience. He has been with Primerica Advisors since 2014 and has prior experience with Guardian Life/Luttner Financial Group Ltd dating back to 1998. Outside of his advisory role, he is involved with Conditionomics, LLC, a business he dedicates limited time to. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, offering a range of brokerage and advisory services supported by proprietary and third-party investment programs.
Eugene D
Series 63, Series 66
Pittsburgh, PA
Guardian Life
Eugene Disanti Jr. is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His career includes longstanding roles at Park Avenue Securities and Guardian Life Insurance Company. In addition to his advisory work, he is involved in offering insurance products outside of Guardian, including health insurance, long-term care, and prescription plans. Park Avenue Securities LLC operates as a dual-registered broker-dealer and SEC-registered investment adviser, serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through a combination of brokerage services, financial planning, and investment advisory programs.
Michael A
Series 66
Pittsburgh, PA
Guardian Life
Michael Alder is a financial advisor with Primerica Advisors based in Pittsburgh, PA, holding a Series 66 license and four years of industry experience. He has worked at Park Avenue Securities since 2021 and has been with Guardian Life Insurance Company since 2014. Outside of his advisory work, Alder serves on the Swissvale Recreation Board and the Swissvale Zoning Board of Adjustments, and he manages a small commercial cleaning business. Park Avenue Securities serves a broad retail client base including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services with a range of investment strategies implemented through proprietary and third-party portfolios, supporting both discretionary and non-discretionary account management.
Ryan H
CFP®, Series 63, Series 65
Pittsburgh, PA
Guardian Life
Ryan Hicks is a CFP® professional with 17 years of industry experience. He is currently affiliated with Primerica Advisors and has worked at Park Avenue Securities, Guardian Life Insurance Company, and MassMutual Life Insurance Company. He holds Series 63 and Series 65 licenses. Park Avenue Securities LLC serves a diverse retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement and business consulting, utilizing a range of proprietary and third-party investment strategies across various account types.
Brian S
CFP®, Series 63
Pittsburgh, PA
Guardian Life
Brian Smith is a CFP® credentialed financial advisor with 32 years of industry experience, currently associated with Guardian Life and Park Avenue Securities in Pittsburgh, PA. He holds a limited attorney role drafting wills and serves on the boards of the Andrew C. Virostek Foundation and Lifetime Financial Growth. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of advisory programs including discretionary and non-discretionary portfolio management.
William G
Series 63, Series 66
Pittsburgh, PA
Guardian Life
William Gorman is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked with Primerica Advisors since 1999 and has concurrent experience with Luttner Financial Group Ltd. and Guardian Life Insurance Co. of America since 1992. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base that includes individual investors, high-net-worth clients, charitable organizations, and corporate entities. The firm offers a range of brokerage and advisory services, including proprietary and third-party investment programs, financial planning, and consulting, supported by an integrated operating model and multiple investment management platforms.
Andrew W
Series 66
Pittsburgh, PA
Guardian Life
Andrew White is a Series 66-licensed financial advisor with 12 years of industry experience. He is affiliated with Primerica Advisors and has worked at Park Avenue Securities and Guardian since 2012. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services along with financial planning and consulting, utilizing a combination of proprietary and third-party investment strategies.
Donald S
Series 66
Pittsburgh, PA
Guardian Life
Donald Sestrich is a Series 66-licensed financial advisor with 24 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company of America since 2005. 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.
Lisa V
Series 63
Pittsburgh, PA
Guardian Life
Lisa Valli Steliotes is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding a Series 63 designation and over 41 years of industry experience. She has worked at Primerica Advisors since 1999 and concurrently with The Guardian Life Insurance Company since 1994 and Aetna Life & Casualty since 1980. Outside of her advisory work, she writes fiction and romance stories. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, offering transaction-based brokerage and fee-based advisory services alongside financial planning and consulting. The firm employs a mix of proprietary and third-party investment strategies and supports both discretionary and non-discretionary account management.
Paul P
ChFC®, Series 63, Series 66
Pittsburgh, PA
Guardian Life
Paul Pantano is a financial advisor with Primerica Advisors who holds the ChFC® designation and has 26 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2007. In addition to his advisory work, he provides seasonal tax preparation services. Primerica Advisors serves a broad retail client base, offering brokerage and fee-based advisory relationships along with financial planning and consulting services. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account-level services including lending solutions and donor-advised funds.
Kiersten A
Series 66
Pittsburgh, PA
Guardian Life
Kiersten Ambrose is a financial advisor with Primerica Advisors, holding a Series 66 designation and eight years of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance Company since 2019, and previously at MML Investors Services, MassMutual, and Burstin Frantz & Hicks. 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 a range of brokerage and advisory services, utilizing proprietary model portfolios, third-party managers, and digital advice solutions.
Jared E
ChFC®, Series 66
Pittsburgh, PA
Guardian Life
Jared Etkins is a financial advisor at Guardian Life with 10 years of industry experience. He holds the ChFC® designation and Series 66 license. Since 2016, he has worked at both Park Avenue Securities and Guardian Life. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.
James M
CFP®, ChFC®, Series 63, Series 65
Pittsburgh, PA
Guardian Life
James Mcgovern is a CFP® and ChFC® with 23 years of experience in the financial services industry. He is currently with Primerica Advisors and has held roles at Park Avenue Securities and Guardian Life Insurance Company since 2002. Mcgovern also conducts insurance sales outside Guardian to place products not available through Guardian. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and supports a range of financial planning and consulting solutions.
Eric S
Series 66
Pittsburgh, PA
Guardian Life
Eric Startare is a Series 66 licensed advisor with Primerica Advisors, based in Pittsburgh, PA, and has three years of industry experience. He has worked at Park Avenue Securities since 2022 and has been affiliated with Guardian Life Insurance Company since 2013. Outside of advising, he provides tax preparation services and serves as co-trustee for two family trusts. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies, including proprietary model portfolios and third-party managers, and supports various account-level solutions such as lending and donor-advised funds.
Matthew K
Series 63, Series 66
Pittsburgh, PA
Guardian Life
Matthew Kelly is a financial advisor with Guardian Life in Pittsburgh, PA, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has worked at various Guardian-related firms since 2008 and is also involved in the sale of fixed annuities and insurance products through brokerages outside Guardian. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.
Darren D
Series 66
Pittsburgh, PA
Guardian Life
Darren Duhnke is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and eight years of industry experience. He has been affiliated with Guardian Life Insurance Company of America since 2017 and Park Avenue Securities since 2018. Outside of his advisory work, he is also active as a real estate realtor. Park Avenue Securities LLC operates as a dually registered broker-dealer and SEC-registered investment adviser, serving individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and retirement consulting services. The firm offers both discretionary and non-discretionary advisory relationships, employing proprietary and third-party investment models.
Michael G
Series 65, Series 63
Pittsburgh, PA
Guardian Life
Michael Gillespie is a financial advisor with Guardian Life and holds Series 65 and Series 63 licenses. He has three years of experience with Guardian Life and two years with Park Avenue Securities, following five years at Bank of America. Outside of his financial career, he serves as an ice hockey referee with USA Hockey. Park Avenue Securities LLC, 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 provides a variety of advisory models and tailored financial services.
Andrew P
Series 63, Series 66
Pittsburgh, PA
Guardian Life
Andrew Peterson is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2002. Outside of his advisory role, he serves as Treasurer on the board of the Jason L. Spoerlein Memorial Foundation and is Vice President of the Lakeland Estates HOA. 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 transaction-based brokerage and fee-based advisory services, utilizing a variety of proprietary and third-party investment programs.
Gary M
Series 66
Pittsburgh, PA
Guardian Life
Gary Mcgovern is a financial advisor with Primerica Advisors, holding a Series 66 designation and 17 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company of America since 2007 and 2008, respectively. Mcgovern is also licensed to sell life and disability insurance with multiple carriers beyond Guardian. Park Avenue Securities serves a broad retail client base, offering brokerage and advisory services, financial planning, and consulting. The firm employs a range of investment strategies through proprietary model portfolios, third-party managers, and digital advice solutions, managing approximately $15 billion in assets with over 1,900 investment advisor representatives.
Mitchell J
Series 66
Pittsburgh, PA
Guardian Life
Mitchell Jenkins is a financial advisor with Guardian Life and holds a Series 66 designation. He has been with Guardian Life since 2021 and has one year of experience at Park Avenue Securities. His prior work includes various roles at Penn State Behrend and in the retail and hospitality sectors. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.
Jack S
Series 66
Pittsburgh, PA
Guardian Life
Jack Sauserman is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he works as an independent contractor selling insurance through Ash Brokerage. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services along with financial planning and consulting. The firm employs a mix of proprietary and third-party investment strategies and provides various account-level services, including securities-based lending and tax-harvesting.
Patrick C
Series 66
Pittsburgh, PA
Guardian Life
Patrick Callahan is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has 14 years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2009 and 2011, respectively. Outside of his advisory work, he serves as a board member of the Moon Industrial Development Authority and is a member of the Moon Township School Board. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement and business consulting, utilizing proprietary and third-party investment strategies across various account types.
Katherine K
Series 66
Pittsburgh, PA
Guardian Life
Katherine Kelly is a financial advisor with Primerica Advisors based in Pittsburgh, PA, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Oppenheimer and Guardian Life Insurance Company. Her current firm, 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 mix of proprietary and third-party investment strategies and supports various account-level services including lending solutions and donor-advised funds.
Frank M
Series 63, Series 65
Pittsburgh, PA
Guardian Life
Frank Milito is a financial advisor with Primerica Advisors based in Pittsburgh, PA. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. His work history includes roles at Park Avenue Securities and Guardian Life Insurance Company of America. Outside of his advisory role, he is involved in insurance products other than Guardian’s offerings, dedicating about 5% of his time to this business. Primerica Advisors serves a broad 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, financial planning, and consulting, utilizing proprietary and third-party investment strategies across various account types and investment vehicles.
Michele B
Series 63, Series 65
Pittsburgh, PA
Guardian Life
Michele Berteotti is a financial advisor with Primerica Advisors based in Pittsburgh, PA, holding Series 63 and Series 65 licenses and having eight years of industry experience. She has worked at Park Avenue Securities, LLC and Guardian Life Insurance Co of America since 2017 and has been self-employed since 2004. Outside of her advisory work, Michele provides private golf instruction. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm offers various proprietary and third-party investment programs and supports both discretionary and non-discretionary account management across multiple investment types.
Diane Y
Series 63, Series 65
Pittsburgh, PA
Guardian Life
Diane Yee is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 14 years of industry experience. She has worked with Park Avenue Securities and Guardian Life Insurance Company since 1996, including roles at both firms currently. Diane also solicits and services insurance products from other carriers to meet client needs. Park Avenue Securities LLC serves a broad retail client base with brokerage and advisory services, financial planning, and consulting. The firm employs a range of investment strategies through proprietary portfolios, third-party managers, and digital advice solutions.
Ronald G
Series 66
Pittsburgh, PA
Guardian Life
Ronald Gestiehr is a financial advisor with Primerica Advisors, holding a Series 66 designation and 15 years of industry experience. He has been associated with Park Avenue Securities and Guardian Life Insurance Company since 2010. Outside of his advisory role, he is involved with JEG Outfitters, LLC, a non-investment-related business. Park Avenue Securities LLC serves a diverse retail client base, providing both brokerage and advisory services along with financial and retirement planning. The firm employs a range of investment strategies, including proprietary model portfolios and third-party managers, and offers various account-level services such as lending solutions and donor-advised funds.
Joseph K
Series 63, Series 65
Pittsburgh, PA
Guardian Life
Joseph Knittel Jr. is a financial advisor with Guardian Life in Pittsburgh, PA, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Guardian Life since 1991 and has maintained a CPA practice since 1986. In addition to his advisory work, he has involvement in an insurance business outside of Guardian Life. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage and advisory services, including financial planning and retirement consulting. The firm offers both discretionary and non-discretionary management using model portfolios and digital advisory solutions.
Meyer G
Series 63, Series 66
Pittsburgh, PA
Guardian Life
Meyer Grinberg is a financial advisor with Primerica Advisors based in Pittsburgh, PA, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has worked at Park Avenue Securities since 2005 and Guardian Insurance Company since 2004. In addition to his advisory roles, he has been involved with the Jewish Education Institute since 1991 and participates in the Jewish Assistance Fund, which provides emergency grants to members of the Pittsburgh Jewish community facing financial crises. The firm serves a diverse retail client base, offering both brokerage and advisory services alongside financial planning and consulting. It employs a range of investment strategies through proprietary and third-party models and supports various account features including discretionary management, lending solutions, and tax-harvesting.
Matthew B
CFP®, Series 66
Pittsburgh, PA
Guardian Life
Matthew Buggey is a CFP®-designated financial advisor with 11 years of industry experience. He is currently affiliated with Primerica Advisors and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2014. Buggey serves as a board member of the Baptist Homes Foundation. 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. The firm utilizes a mix of proprietary and third-party investment strategies and provides various account-level services such as lending solutions and donor-advised funds.
Ryan W
Series 66
Pittsburgh, PA
Guardian Life
Ryan Wirth is a financial advisor at Primerica Advisors with a Series 66 designation and three years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he is involved in community and nonprofit activities, including serving as a board member for Envision Blind Sports and a trustee for the Arc of Greater Pittsburgh, as well as volunteering with Students with Exceptional Abilities and officiating football. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial and business consulting. The firm manages assets through various models and platforms, supporting both discretionary and non-discretionary accounts with a wide range of investment options.
Ryan C
CFP®, Series 63, Series 65
Pittsburgh, PA
Guardian Life
Ryan Coulter is a CFP® with 21 years of industry experience, currently serving as a financial advisor with Primerica Advisors in Pittsburgh, PA. He has worked with Guardian Life Insurance and Park Avenue Securities since 2006. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice solutions.
Mark D
Series 66
Pittsburgh, PA
Guardian Life
Mark Di Natale is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has one year of industry experience and has worked with Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he is a small business owner involved in fresh pasta manufacturing and serves as a volunteer community board member for the Adams Area Fire District. Park Avenue Securities serves a broad retail client base, offering both brokerage and advisory services along with financial planning and consulting. The firm employs a mix of proprietary and third-party investment strategies across various account types and supports lending and credit facilities tied to advisory accounts.
Jeffrey D
Series 63
Pittsburgh, PA
Guardian Life
Jeffrey Dyer is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding a Series 63 designation and 24 years of industry experience. He has worked at Park Avenue Securities, Guardian Life Insurance Company, and Cetera, including a decade at Cetera Advisor Networks LLC. Outside of his advisory role, he serves as president of Valley Brook Country Club. Park Avenue Securities LLC serves a broad retail client base with both brokerage and advisory services, offering proprietary and third-party investment programs, financial planning, and consulting. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies across discretionary and non-discretionary accounts.
Matthew B
Series 63, Series 65
Pittsburgh, PA
Guardian Life
Matthew Binstock is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses, and has 19 years of industry experience. He has worked at Park Avenue Securities since 2007 and with Guardian Life Insurance Company of America since 2006. He serves on the Board of Directors for the Military Community Support Project. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with Guardian Life. The firm provides brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.
Patricia K
Series 63, Series 65
Pittsburgh, PA
Guardian Life
Patricia Kovacic is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 17 years of industry experience. She has worked with Park Avenue Securities and Guardian Life Insurance Company since 2010. Outside of her advisory role, she is a Notary Public in Pittsburgh, PA. Park Avenue Securities LLC serves a diverse retail client base with both brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting. The firm manages approximately $15 billion in regulatory assets and supports a range of investment strategies and account-level services.
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