Atlanta, GA Glenridge Dr. Office

Donald Stonecipher is a financial advisor with Guardian Life in Atlanta, GA, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has been with Guardian Life since 1999 and has prior experience at Peachtree Planning Advisors, Inc. Stonecipher is also involved outside of his advisory role as a member of Aristoboulos Racing, LLC. Guardian Life, through its subsidiary Park Avenue Wealth Management, offers brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and nonprofits. The firm combines advisor-led discretionary management and model-based strategies, providing a range of financial planning, consulting, and investment solutions tailored to client needs.

Irma Montes is a Series 66-licensed financial advisor with Guardian Life in Atlanta, GA, with two years of industry experience. Prior to joining Guardian Life, she worked at The Home Depot for six years. Outside of her advisory role, she provides independent laundry services as a contractor. Guardian Life’s Park Avenue® Wealth Management offers brokerage and advisory services to individuals, businesses, and retirement plan sponsors. The firm delivers tailored investment solutions combining advisor-led discretionary management with model-based strategies and provides access to insurance products and alternative investments.

James Bolton is a financial advisor at Guardian Life with one year of industry experience. He holds a Series 66 designation and has worked previously at Coastal States Bank and Guardian Life Insurance Company. He serves on the board of The Ivy's Condominium Association in Atlanta. James Bolton is affiliated with Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America that provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, alongside a range of financial planning and consulting services.

William Martin Jr. is a financial advisor with Guardian Life in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Guardian Life and its affiliates since 1997 and also has a longstanding association with Peachtree Planning Corporation. Guardian Life operates Park Avenue® Wealth Management, which serves individuals, corporations, retirement plan sponsors, charitable organizations, and businesses through a combination of advisor-led discretionary management and model-based strategies, offering access to proprietary programs, third-party advisory solutions, and insurance products.

Keith Dykes is a financial advisor with Guardian Life in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Guardian Life and its affiliated entities since 1992, with roles spanning over three decades. Outside of his advisory work, he serves as a committee member for a trustee removal/incapacity committee and is involved as an owner in a commercial office building leasing to his operating company, PPC Wealth Management, Inc. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers 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 provides access to proprietary and third-party advisory solutions, including insurance products and alternative investments.

James Gnefkow is a financial advisor at Guardian Life with 17 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Park Avenue Securities, LLC since 2018. His prior roles include positions at Jackson National Life Distributors and Guardian Life Insurance Co of America. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.

John Shevlin is a financial advisor with Guardian Life in Atlanta, GA, holding Series 63 and Series 65 credentials with 36 years of industry experience. He has worked at Guardian Life since 1999 and also at Peachtree Planning Corporation since 1990. He serves on the board of the Cowart YMCA. Guardian Life’s Park Avenue® Wealth Management offers 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 provides access to proprietary programs, third-party advisory solutions, and insurance products.

Dara Davis is a Series 66-licensed financial advisor with six years of industry experience, currently with Guardian Life and Park Avenue Securities. She has held roles at Mass Mutual Investors Services and Mass Mutual Life Insurance Company, as well as prior experience at Mercedes-Benz USA LLC. Outside of her advisory work, she serves on the board of The Black Girls Breathing Foundation as Treasurer/CFO and participates on the advisory board for Cyber Safety Architects. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and investment management solutions, including advisor-led discretionary management, model-based strategies, and access to proprietary and third-party advisory platforms.

William Coffey is a financial advisor at Guardian Life with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Guardian Life and its affiliates since 1984. Outside of his advisory role, he is involved in pension marketing activities. Guardian Life, through its subsidiary Park Avenue Wealth Management, offers brokerage and investment advisory services to individuals, including high-net-worth clients, as well as corporate and retirement plan sponsors and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party investment solutions.

Alfred Robertson is a financial advisor with Guardian Life and holds the ChFC®, Series 63, and Series 65 designations. He has 30 years of industry experience and has worked at firms including Park Avenue Securities and Peachtree Planning Advisors, Inc. He also advises on Multi Life Disability outside of his investment-related activities. Park Avenue® Wealth Management, a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses, offering tailored client solutions through a combination of advisor-led and model-based investment strategies.

Garrett Smith is a financial advisor with Guardian Life and holds a Series 66 designation. He has 21 years of industry experience, including 19 years at Park Avenue Securities and Guardian Life Insurance Company of America. He occasionally sells insurance products outside of Guardian Life. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, 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 access to proprietary wrap programs, third-party advisory solutions, and a digital advisory platform.

Jay Patel is a CFP® and Series 66-licensed financial advisor with Guardian Life, based in Atlanta, GA, and has three years of industry experience. His prior work includes roles at Peachtree Planning Inc. and operating Jay Kunjan Investments. Guardian Life’s subsidiary, Park Avenue Securities, provides brokerage and 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 investment solutions.

Joshua Cobb is a CFP® professional with 28 years of experience in the financial services industry. He has been with Guardian Life since 1999 and is based in Atlanta, GA. Outside of his advisory role, he is involved in managing an investment LLC and serves as a trustee of a family trust. He is affiliated with Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored financial planning and investment management solutions through a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms.

Ramon Brown is a financial advisor at Guardian Life with Series 63 and Series 66 licenses and two years of industry experience. He previously worked at US Consulting Group and AGI Inc. Outside of his advisory role, Ramon is involved in real property appraisal. Park Avenue Securities, a subsidiary of Guardian Life, offers brokerage and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides a range of financial planning and consulting solutions tailored to client needs.

Brooks Gregory is a financial advisor at Guardian Life with 28 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Gregory has worked with Guardian Life and its affiliates since 1993 and has been associated with Peachtree Planning Corporation since 2000. He serves as a voluntary board member for YMCA Camp High Harbour and participates in the Staff Parish Relations Committee. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of advisory solutions including advisor-led discretionary management, model-based strategies, and a digital advisory platform, while leveraging proprietary and third-party programs to tailor client relationships.