Boca Raton, FL N Federal Highway Office

Team
Updated today

Client AUM

$18,509,516,941

Clients

80,267

Advisors

2

Of 1,910 advisors across 510 offices

Location

1200 N Federal Highway, Suite 300

Boca Raton FL 33432

Advisors at this office

2

Advisors at this office

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Steven H

Series 66

Boca Raton, FL

Guardian Life

Steven Hart is a financial advisor with Guardian Life and holds a Series 66 designation. He has 15 years of industry experience and has worked extensively with Park Avenue Securities and Guardian Life Insurance Company. Outside of his financial services career, he has been involved in photography and art services through Brett Hart Photography for over two decades. Hart also participates in wine and food charity events and serves as a Wine Ambassador for the American Fine Wine Competition. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension plans, charitable organizations, and corporate clients with financial planning, retirement consulting, 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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Sondra G

Series 63, Series 65

Boca Raton, FL

Guardian Life

Sondra Goldstein is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 registrations and bringing 27 years of industry experience. Her career includes longstanding roles with both Guardian Life Insurance Company and Park Avenue Securities. She also provides insurance products through Guardian and other brokerages. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm combines proprietary and third-party strategies, including a digital advisory solution, and provides tailored financial services.

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