Farmington, CT Office

Team
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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

197 Scott Swamp Rd.

Farmington CT 06032

Advisors at this office

17

Advisors at this office

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Richard G

CFP®, ChFC®, Series 63

Farmington, CT

Guardian Life

Richard Gribinas is a CFP® and ChFC® with 43 years of experience in the financial services industry. He has been with Guardian Life since 1999 and has longstanding involvement with McCracken, Worgaftik & Co. in addition to his current role. Gribinas is also engaged with group medical products through MW Group Benefits Inc. He works at Guardian Life, a firm that 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 supported by proprietary 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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Robert W

CFP®, ChFC®, Series 63

Farmington, CT

Guardian Life

Robert Worgaftik is a financial advisor at Guardian Life with 47 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. His career includes long-term roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of financial advisory, he is a 20% owner of Treasure Map, LLC, a company providing blockchain document storage for family offices related to estate planning. 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 combines advisor-led discretionary management with model-based strategies and provides access to proprietary wrap programs, third-party solutions, and digital advisory 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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Craig F

Series 63, Series 65

Farmington, CT

Guardian Life

Craig Feinberg is a financial advisor at Guardian Life with 24 years of industry experience. He has been with Guardian Life since 2010. Outside of his advisory work, he is involved with the Make-A-Wish Foundation of Northern New Jersey, leading a 501(c)(3) agency golf outing to benefit the organization. He also serves as a member of the Planning Board of Tenafly, New Jersey. Guardian Life’s Park Avenue® Wealth Management platform serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a broad range of financial planning and consulting services, leveraging proprietary programs 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
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Paul W

Series 66

Farmington, CT

Guardian Life

Paul Worgaftik is a financial advisor at Guardian Life with seven years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities since 2019. Prior to his financial services career, he held positions at Marriott International and Starwood Hotels & Resorts. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management alongside model-based strategies and 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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Khyle D

Series 63, Series 66

Farmington, CT

Guardian Life

Khyle Duncan is a financial advisor at Guardian Life with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Northwestern Mutual Wealth Management Company and Stellae International Inc. 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 combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, 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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Thomas G

ChFC®, Series 63, Series 65

Farmington, CT

Guardian Life

Thomas Grant is a ChFC® credentialed financial advisor with 50 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2004. Grant has served as president of the Charitable Gift Planners of Connecticut and conducts seminars for the Connecticut Society of CPAs on advanced financial planning topics. Park Avenue Securities LLC, part of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, retirement plans, and organizations. The firm provides tailored financial planning and discretionary management alongside model-based strategies, utilizing proprietary 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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Erik C

Series 63, Series 65

Farmington, CT

Guardian Life

Erik Crespo is a financial advisor with Guardian Life and holds Series 63 and Series 65 designations. He has one year of industry experience and previously worked at PFS Investments Inc. and Wolters Kluwer. Guardian Life, through its subsidiary Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm provides 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
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Michaela C

Series 66

Farmington, CT

Guardian Life

Michaela Casey is a financial advisor at Guardian Life with four years of industry experience. She holds the Series 66 designation and has previously worked with Certified Financial Services. Outside of her financial advisory role, she performs as a cantor at Saint Patrick’s Church and is involved in a family music group, KC Sisters, as a performer and owner of a music publishing company. Guardian Life, through its subsidiary Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and various financial planning 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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Morris M

CFP®, Series 66

Farmington, CT

Guardian Life

Morris Mete is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Guardian Life since 2013. His prior experience includes roles at MSI Financial Services, Inc. and PRUCO Securities, LLC. Outside of his advisory career, he officiates high school football games. Guardian Life, through its subsidiary Park Avenue® Wealth Management, provides brokerage and advisory services to individuals, institutions, and retirement plan sponsors. The firm offers customized financial planning and investment strategies using both proprietary and third-party platforms, 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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Eduardo V

ChFC®, Series 63, Series 65

Farmington, CT

Guardian Life

Eduardo Vela is a ChFC® with 20 years of experience in the financial services industry. He is currently with Guardian Life and Park Avenue Securities, where he has worked since 2023. His prior experience includes roles at Northwestern Mutual Wealth Management Company and its affiliated entities, as well as Ameritas Investment Company and PRUCO Securities. Park Avenue Securities LLC, a wholly owned 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 combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party advisory solutions, along with integrated insurance and alternative investment 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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Marc M

CFP®, Series 63

Farmington, CT

Guardian Life

Marc Michalak is a CFP®-designated financial advisor with Guardian Life, where he has worked since 1997, accumulating 30 years of industry experience. His career has been focused within Guardian Life and its affiliated entities. Outside of his primary role, he is involved with Physicians Wealth Strategies LLC, a non-investment-related business affiliated with his Guardian and Park Avenue activities. Guardian Life's Park Avenue® Wealth Management offers brokerage and advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies and provides access to proprietary programs, third-party solutions, 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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Rishesh S

Series 66

Farmington, CT

Guardian Life

Rishesh Singh is a financial advisor at Guardian Life with 2 years of industry experience. He holds the Series 66 designation and has worked previously at Certified Financial Services and Sheesh Ventures LLC. Guardian Life, through its subsidiary Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and consulting services, combining discretionary and model-based investment strategies alongside 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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Gregory B

Series 63, Series 65

Farmington, CT

Guardian Life

Gregory Balogh is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 23 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company of America since 2007, and prior experience at Aita Financial Group. Outside of his advisory work, he serves as an independent contractor for Doctors Disability Specialists. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm offers tailored client solutions through advisor-led discretionary management and model-based strategies, as well as 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
user avatar

Benjamin C

Series 66

Farmington, CT

Guardian Life

Benjamin Casner is a financial advisor with Guardian Life, holding a Series 66 designation and beginning his career in 2025. His prior experience includes roles at Park Avenue Securities and Certified Financial Services, as well as academic attendance at St. Lawrence University and The Loomis Chaffee School. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, serves individual, corporate, and charitable clients with brokerage and investment advisory services. The firm offers tailored financial planning and consulting through a combination of 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
user avatar

Elise C

Series 66

Farmington, CT

Guardian Life

Elise Casey is a financial advisor at Guardian Life and Park Avenue Securities, holding a Series 66 designation. She began her industry career in 2025 following her studies at Trinity College. Prior to entering financial services, she was involved with Student Avon for six years. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies and digital advisory 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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