Baton Rouge, LA Perkins Rowe Office

Team
Updated today
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Guardian Life

Enterprise

Firm-wide stats for Guardian Life

Total advisors

1,911

Across 509 offices

Clients per advisor

42 Low

Avg AUM per client

$230,599 Low

HNW client ratio

22% Typical

About

Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management and a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides both brokerage and investment advisory services to individuals (including high‑net‑worth clients), corporate and retirement plan sponsors, charitable organizations, and businesses. Its network of investment adviser representatives offers financial planning, subscription‑based and ongoing consulting, group financial education, and access to proprietary wrap programs as well as select third‑party advisory solutions.

The firm combines advisor‑led discretionary management with model‑based strategies delivered through proprietary programs and third‑party platforms, using Envestnet for overlay and administrative services and Pershing for custody and clearing; it also offers a digital advisory solution (VestWise) with model portfolios from Franklin Advisers. Client relationships are tailored by IARs who may implement discretionary or non‑discretionary mandates, coordinate ERISA‑related retirement plan services, and provide tax‑sensitive or subscription business planning and consulting support.

Noteworthy features disclosed in the brochure include an established connection with Guardian Life that provides access to insurance products and certain alternative investments, use of the iCapital alternative‑investment platform and a disclosed relationship involving Hamilton Lane warrants held by GLIC. The firm also highlights less common operational offerings — a vendor‑owned Fiscalyze business consulting tool used by some IARs, an array of integrated lending options (non‑purpose loans, SBLOCs, BNY Mellon credit and mortgage programs), and recent program changes such as closing its Foundations SM and Quantitative Innovations SM programs to new investors effective January 31, 2026.

Based on Guardian Life

Expertise

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Based on Guardian Life

Occupation focus

Founder/Business Owner Executive Financial Professional

Based on Guardian Life

Demographic focus

Approaching retirement Established Professionals Mid-Career Professionals

Based on Guardian Life

Location

10000 Perkins Rowe, Suite G350

Baton Rouge LA 70810

Advisors at this office

10

Advisors at this office

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Charles D

Series 66

Baton Rouge, LA

Guardian Life

Charles Duplechain is a financial advisor with Guardian Life in Baton Rouge, LA, holding a Series 66 credential and nine years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company of America since 2018, with prior roles at Hancock/Whitney Bank and Edward Jones. Outside of his advisory role, he maintains an LLC for personal health insurance purposes. Guardian Life, through its subsidiary Park Avenue Securities, offers brokerage and investment advisory services to individuals, including high-net-worth clients, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and integrated lending options.

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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Donald W

Series 63, Series 65

Baton Rouge, LA

Guardian Life

Donald Whittington is a financial advisor with Guardian Life and holds Series 63 and Series 65 designations. He has one year of industry experience with prior roles at Park Avenue Securities and Iron Horse Financial. Before entering the financial industry, he worked for ExxonMobil for 16 years. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and 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 strategies, along with access to insurance products, alternative investments, and integrated lending 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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Walker J

Series 66

Baton Rouge, LA

Guardian Life

Walker Johnson is a Series 66 licensed financial advisor with 13 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2018. His prior roles include positions at Western and Southern Insurance Company, Edward Jones, Merrill, and Morgan Stanley. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of advisory and brokerage services, combining advisor-led discretionary management with model-based strategies and proprietary tools.

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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Michael C

Series 66

Baton Rouge, LA

Guardian Life

Michael Conroy is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience, having worked at both Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he is involved with Iron Sights Gun Company LLC and ISGC Patch Club LLC, which are non-investment related businesses. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, corporate clients, retirement plan sponsors, charities, and businesses. The firm offers tailored client solutions through advisor-led discretionary management, model-based strategies, and a digital advisory platform.

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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Jonathan O

Series 66

Baton Rouge, LA

Guardian Life

Jonathan Owens is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. He has previously worked with Cetera Advisors LLC and currently operates within Park Avenue Securities. Outside of his advisory role, Owens is involved with Star Service Inc., a non-investment business based in Baton Rouge. Park Avenue Securities LLC, a subsidiary of Guardian Life, offers brokerage and investment advisory services to individuals, 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 tailored to client needs.

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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Travis S

Series 63

Baton Rouge, LA

Guardian Life

Travis St Pierre is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 license and 28 years of industry experience. He has been with Guardian Life since 2006 and concurrently with Park Avenue Securities since 2024. Outside of his advisory role, he serves as an instructor trainer for AXON, conducting training for law enforcement agencies on conducted electrical weapons. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through advisor-led discretionary management, model-based strategies, and integrated services including financial planning and group education.

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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Ellen A

Series 63, Series 66

Baton Rouge, LA

Guardian Life

Ellen Alderman is a financial advisor with Guardian Life in Baton Rouge, LA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has been with Guardian Life and its subsidiary since 2014. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments.

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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Jp C

Series 63, Series 65

Baton Rouge, LA

Guardian Life

Jp Caswell is a financial advisor with Guardian Life in Baton Rouge, LA, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has been associated with Park Avenue Securities and Guardian Life Insurance Company since 2013. Outside of his advisory role, he is the owner of The Physician's Guild, LLC, a business focused on connecting student loan debt with potential grant opportunities. Park Avenue Securities LLC, operating as 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 tailored client relationships through 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
user avatar

Rhett B

Series 66

Baton Rouge, LA

Guardian Life

Rhett Bergeron is a Series 66 credentialed financial advisor with Guardian Life based in Baton Rouge, LA. He has one year of industry experience and has previously held roles in various local businesses including restaurants and fitness centers. 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 tailored financial planning, discretionary management, and access to proprietary and third-party investment 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
user avatar

Frederick S

Series 63, Series 65

Baton Rouge, LA

Guardian Life

Frederick Sharbaugh is a financial advisor with Guardian Life in Baton Rouge, LA, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with Guardian Life and its related entities since 1997. In addition to his advisory role, he operates a separate financial services business that offers products from other companies based on client needs. He is affiliated with Park Avenue® Wealth Management, a subsidiary of Guardian Life Insurance Company of America, which provides a range of brokerage and advisory services to individuals, retirement plans, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers various financial planning and consulting services tailored to client needs.

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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