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Michelle B
Series 66
Port Saint Lucie, FL
Guardian Life
Michelle Boyce is a financial advisor with Guardian Life who holds a Series 66 credential and has 13 years of industry experience. She previously worked at Hornor Townsend & Kent Inc. and Penn Mutual Life Insurance Company. Outside of her advisory role, she is engaged in life insurance brokerage and serves as a trainer for other advisors in the LEAP system. Guardian Life’s Park Avenue Securities provides a range of brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers advisor-led discretionary management alongside model-based strategies and integrates insurance and alternative investment products through its connection with Guardian Life.
Michael E
Series 63, Series 65, Series 66
Port Saint Lucie, FL
Guardian Life
Michael Effron is a financial advisor with Guardian Life in Port Saint Lucie, FL, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Invesco Advisers, Cutting Road Capital, and Cambridge Investment Research Advisors. Outside of his advisory work, he is the owner of New England Funds LLC, a trading business based in Boca Raton, FL. Guardian Life’s subsidiary Park Avenue Securities LLC provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based investment strategies, along with financial planning and consulting services tailored to client needs.
Robert M
Series 66
Port Saint Lucie, FL
Guardian Life
Robert Metz Jr. is a financial advisor at Guardian Life with five years of industry experience and holds a Series 66 designation. Prior to his current role, he worked at Edward Jones for four years and served in law enforcement with Allegheny County Police for six years. Guardian Life, through its Park Avenue Wealth Management subsidiary, provides brokerage and advisory services to individuals, corporations, and organizations, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment solutions.
Joseph R
Series 66
Port Saint Lucie, FL
Guardian Life
Joseph Roddy is a financial advisor with Guardian Life, holding a Series 66 designation and two years of industry experience. He has been with Guardian Life since 2023 and is also affiliated with Park Avenue Securities. Roddy has experience in financial services connected to both organizations. He is based in Port Saint Lucie, Florida, and has previous work history including roles at the University of Miami and Gilmour Academy. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, retirement plan sponsors, charities, and businesses. The firm provides customized financial planning and access to proprietary and third-party investment solutions, combining advisor-led discretionary management with digital advisory tools.
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