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Robert M

Series 63, Series 65

Saint Augustine, FL

Guardian Life

Robert Markwalter II is a financial advisor at Guardian Life with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Guardian Life and its affiliates since 1999, as well as Northwestern Mutual Life Insurance from 1997. He is involved in a group health and disability insurance business outside of his advisory role. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations, offering brokerage services, financial planning, and investment advisory programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Chad G

Series 66

Saint Augustine, FL

Guardian Life

Chad Gibbons is a financial advisor with Primerica Advisors based in Saint Augustine, FL, holding a Series 66 designation and bringing 10 years of industry experience. His career includes roles at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and fee-based advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party models and supports various account-level services including lending solutions and donor-advised funds.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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