Braintree, MA Office

Team
Updated today
Guardian Life logo

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

35 Braintree Hill Office Park, Suite 106

Braintree MA 02184

Advisors at this office

9

Advisors at this office

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Ronald J

Series 63, Series 65

Braintree, MA

Guardian Life

Ronald Judkins is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Edward Jones, Pruco Securities/Prudential, New York Life Insurance Co, and Deutsche Asset Management. He is also involved with McAdam LLC, an RIA where he provides financial advice. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies, delivering customized client solutions through proprietary programs and third-party platforms.

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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Gregory W

Series 66

Braintree, MA

Guardian Life

Gregory Williams is a financial advisor at Guardian Life with 29 years of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services and MetLife. He is based in Braintree, MA. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, businesses, and charitable organizations. The firm provides tailored financial planning, discretionary and model-based portfolio 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
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Leonardo A

Series 66

Braintree, MA

Guardian Life

Leonardo Atkinson is a financial advisor with Guardian Life and holds a Series 66 designation. He has previously worked at Cape Cod Five for nine years and has been with Guardian Life and its subsidiary Park Avenue Securities since 2026. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services through advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.

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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Sean M

Series 63, Series 65

Braintree, MA

Guardian Life

Sean Mccabe is a financial advisor with Guardian Life in Braintree, MA, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Park Avenue Securities, Guardian Life Insurance Company, OSAIC, Next Financial Group, Inc., and NYL/Nylife Securities. Outside of advisory services, Sean serves as a trustee for the Weinguys trust. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment 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, access to proprietary wrap programs, third-party advisory solutions, and various financial planning and consulting services.

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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Brian F

Series 63, Series 66

Braintree, MA

Guardian Life

Brian Falconer is a financial advisor with Guardian Life in Braintree, MA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Park Avenue Securities, SagePoint Financial, Securian Advisors of New England, Massachusetts Mutual Life Insurance Company, and MetLife Securities. He serves on the board of the National Association of Insurance and Financial Advisors Rhode Island chapter. 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 and third-party advisory 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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Naji K

Series 66

Braintree, MA

Guardian Life

Naji Karam is a financial advisor with Guardian Life and holds a Series 66 credential. He has one year of industry experience and previously worked at MassMutual and MML Investors Services, LLC. Outside of financial services, he has experience managing property through a real estate business. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals, corporations, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides 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

Leo C

Series 63, Series 65

Braintree, MA

Guardian Life

Leo Choquette is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior work includes roles at New York Life Insurance Company, Securian Financial Services, and SagePoint Financial. Outside of finance, he serves as a Political Officer and Ward Councilor for the City of New Bedford and is a board member of PACE, a nonprofit that manages federal disbursements to local charities. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, and charitable organizations. The firm integrates advisor-led discretionary management with model-based strategies through proprietary and third-party platforms, offering tailored financial planning, consulting, and access to insurance and alternative investment products.

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

David C

Series 66

Braintree, MA

Guardian Life

David Chapin is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. He has worked at Guardian Life and Park Avenue Securities since 2025 and previously spent 25 years with Corebridge Financial and AIG. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party advisory 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

Erik O

Series 63, Series 65

Braintree, MA

Guardian Life

Erik Oleary is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His career includes roles at New York Life, Securian Financial Services, and SagePoint Financial. Park Avenue Securities, 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 mix of advisor-led discretionary management and model-based strategies, along with 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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