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Thomas G
Series 66
Rye Brook, NY
Guardian Life
Thomas Garner is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has six years of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. His background also includes positions at Equitable Advisors and AXA Advisors LLC. 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 mix of proprietary and third-party investment strategies.
Michael D
CFP®, Series 63, Series 65
Rye Brook, NY
Guardian Life
Michael Donofrio is a CFP® professional with 28 years of industry experience, currently with Park Avenue Securities and Guardian Life Insurance Company. He has worked with these firms since 1997 and 2007 respectively. He is also the owner of Donofrio Financial Management, LLC, which handles some insurance commissions and renewals for outside carriers. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services along with financial and business consulting. The firm employs a diverse range of investment strategies through proprietary and third-party platforms and supports various account-level services such as lending solutions and donor-advised funds.
Michael L
Series 63, Series 65
Rye Brook, NY
Guardian Life
Michael Levine is a financial advisor at Primerica Advisors with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at both Primerica Advisors and Guardian Life Insurance Company since 2014. Outside of his advisory role, he also writes property and casualty, health, life, and long-term care insurance. 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, employing various investment strategies through proprietary and third-party platforms.
Gerard T
Series 63, Series 65
Rye Brook, NY
Guardian Life
Gerard Tavella is a financial advisor with Primerica Advisors based in New York, NY, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance since 2006. Outside of his advisory role, he manages an ownership interest in Strategies for Wealth through Three Elles, LLC. Park Avenue Securities serves a diverse retail client base, including individuals, high-net-worth investors, and charitable organizations, offering both brokerage and advisory services. The firm employs a range of investment strategies through proprietary model portfolios and third-party managers, supporting discretionary and non-discretionary accounts with various financial planning and consulting services.
Josh B
Series 63
Rye Brook, NY
Guardian Life
Josh Becker is a financial advisor with Guardian Life, holding a Series 63 credential and over 40 years of industry experience. He has been with Guardian Life and its affiliates since 1997. Outside of his advisory role, Becker is involved in several business ventures, including a notable ownership stake in a Guardian General Agency through Brooklyn Financial Group Holdings, LLC. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, retirement consulting, and a range of investment advisory programs that include both proprietary and third-party strategies.
Joseph L
Series 66
Rye Brook, NY
Guardian Life
Joseph Long is a financial advisor at Primerica Advisors with 11 years of industry experience. He holds a Series 66 designation and has been with Primerica Advisors since 2013. Long also serves on the Board of Directors for the Union College NYC Alumni Club. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base including individual and high-net-worth investors. The firm offers both brokerage and advisory services, employing a mix of proprietary and third-party investment strategies across various account types.
Gary B
Series 63, Series 65
Rye Brook, NY
Guardian Life
Gary Blum is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Guardian Life since 2015 and with Park Avenue Securities since 2022. Outside of his advisory role, he is involved in selling outside insurance products and serves as a contingent trustee for family trust services. Park Avenue Securities LLC, a wholly owned 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 relationships and incorporates a mix of proprietary and third-party investment models.
Eric B
Series 63, Series 66
Rye Brook, NY
Guardian Life
Eric Banson is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and 66 licenses and 22 years of industry experience. His prior experience includes nine years at Wells Fargo Securities. He serves as trustee of The Norma L. Banson Living Trust, a role unrelated to his investment activities. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individual, corporate, and institutional clients with brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs, including model portfolios and a hybrid digital advisory solution.
Robert P
Series 66
Rye Brook, NY
Guardian Life
Robert Pruett is a financial advisor at Guardian Life with 22 years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2004. Outside of his advisory role, he markets non-Guardian insurance products when appropriate to clients’ financial needs. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, and investment advisory programs to individuals, including high-net-worth clients, pension plans, charitable organizations, and corporate clients.
John R
CFP®, ChFC®, Series 63, Series 65
Rye Brook, NY
Guardian Life
John Ross is a financial advisor with Primerica Advisors in Rye Brook, NY, holding CFP® and ChFC® designations and over 33 years of industry experience. He has been with Primerica Advisors since 1999 and also maintains a long-standing association with The Guardian Life Insurance Company since 1995. Outside of his advisory role, Ross is licensed as a health insurance consultant by the New York Department of Financial Services. Primerica Advisors operates as part of Park Avenue Securities LLC, serving 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 supported by proprietary and third-party investment programs, and it manages approximately $15 billion in regulatory assets under management.
Nicholas D
Series 63, Series 65
Rye Brook, NY
Guardian Life
Nicholas Domino is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has seven years of industry experience and has worked with Park Avenue Securities since 2018 and Guardian Life Insurance Company of America since 2013. Outside of his advisory roles, he is involved in writing disability insurance cases through MetroDi and serves as an independent contractor for life and disability insurance with Lion Street. 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 and third-party investment strategies, and supports various account-level services such as lending solutions and donor-advised funds.
Patrick O
Series 65, Series 63
Rye Brook, NY
Guardian Life
Patrick O Gara is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has two years of industry experience and has been affiliated with Park Avenue Securities and Guardian Life since 2024. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm offers both discretionary and non-discretionary advisory relationships and incorporates proprietary and third-party investment models.
Nicholas L
Series 63
Rye Brook, NY
Guardian Life
Nicholas Liapunov is a financial advisor at Primerica Advisors with 30 years of industry experience. He holds a Series 63 designation and has worked extensively with Park Avenue Securities and Guardian Life Insurance Company since 1999. Outside of his advisory role, he is involved in sports endorsement through Entourage Sports Management, assisting PGA and LPGA players with career development. Park Avenue Securities serves a wide retail client base, including individual and high-net-worth investors, offering brokerage and advisory services alongside financial and retirement planning. The firm employs a range of investment strategies through proprietary and third-party portfolios and provides account-level services such as lending solutions and donor-advised funds.
Richard S
Series 66, Series 65
Rye Brook, NY
Guardian Life
Richard Sherwin is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 65 and Series 66 licenses and over 24 years of industry experience. His career includes roles at Bloomberg Tradebook LLC and Pruco Securities LLC. Outside of his advisory work, he serves as a board member and youth lacrosse commissioner for Eastchester Blue Devils of NY, Inc. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships, utilizing model portfolios from internal and third-party managers.
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