Birmingham, AL Blue Lake Drive Office
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Guardian Life
Enterprise
Firm-wide stats for Guardian Life
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
Based on Guardian Life
Demographic focus
Based on Guardian Life
Location
3500 Blue Lake Drive, Suite 220
Birmingham AL 35243
Advisors at this office
3
Advisors at this office
Alan L
Series 66
Birmingham, AL
Guardian Life
Alan Lott is a financial advisor with Guardian Life in Birmingham, AL, holding a Series 66 designation and 15 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2010. Outside of advising, he serves on the advisory board of directors for the Greystone YMCA and provides business consulting to help improve operational efficiency for business owners. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client relationships through advisor-led discretionary and model-based management, along with access to insurance products and alternative investments via its connection with Guardian Life.
Michael L
Series 63, Series 66
Birmingham, AL
Guardian Life
Michael Lahurd is a financial advisor with Guardian Life, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. His career includes roles at Park Avenue Securities and Mass Mutual Investors Services. Outside of his advisory work, he authors ebooks that are distributed to clients based on their responses. Park Avenue Securities LLC, where he is based, 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 wrap programs, third-party advisory solutions, and a digital advisory platform.
Matthew M
ChFC®, Series 63, Series 65
Birmingham, AL
Guardian Life
Matthew Mcdowell is a financial advisor at Guardian Life with nine years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Mcdowell is president of Greater Crestwood Inc., a neighborhood association in Birmingham, AL. He is affiliated with Park Avenue Securities LLC, a subsidiary of Guardian Life, which serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, providing tailored financial planning, consulting, and access to both proprietary and third-party investment solutions.
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