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Stanley H

Series 63, Series 65

Roswell, GA

Guardian Life

Stanley Helm is a financial advisor with Guardian Life in Roswell, GA, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has worked at Guardian Life and its affiliates since 1994 and is also associated with Peachtree Planning Corporation since 1998. Guardian Life’s subsidiary, Park Avenue Securities LLC, operates as Park Avenue® Wealth Management, providing brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, supported by proprietary and third-party platforms, along with a range of financial planning and consulting services.

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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Paul E

CFP®, ChFC®, Series 63, Series 65

Roswell, GA

Guardian Life

Paul Ellington is a financial advisor with Guardian Life in Roswell, GA, holding CFP® and ChFC® designations and having 38 years of industry experience. He has worked at Guardian Life since 1999 and has been involved with Peachtree Planning Corporation and GA International since 1986. Outside of his advisory role, he is involved with the Wealth & Wisdom Educational Center and The Doghouse at Lake Oconee, LLC, a non-investment related business. Guardian Life’s Park Avenue Wealth Management provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and proprietary investment programs.

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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Grant S

Series 63, Series 65

Roswell, GA

Guardian Life

Grant Segal is a financial advisor with Guardian Life in Roswell, GA, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Guardian Life since 1995 and also works with Peachtree Planning Corporation. Outside of his advisory work, he provides springboard diving lessons to youth through the Atlanta Diving Association. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and businesses, combining advisor-led discretionary management with model-based strategies and a range of proprietary and third-party solutions.

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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