Fort Worth, TX Western Place Office

Team
Updated today
Guardian Life logo

Guardian Life

Enterprise

Firm-wide stats for Guardian Life

Total advisors

1,910

Across 507 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, is a dually registered broker‑dealer and SEC‑registered investment adviser and a wholly owned subsidiary of The Guardian Life Insurance Company of America. The firm serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations and corporate clients with brokerage services, financial planning, retirement plan consulting, and a mix of proprietary and third‑party investment advisory programs.

Advisory relationships can be discretionary or non‑discretionary and use model portfolios provided by in‑house managers, Envestnet, or third‑party strategists; VestWise™ is the firm’s lower‑fee hybrid digital advisory solution that uses Franklin Advisers models and AdvisorEngine technology. Park Avenue typically clears through Pershing, bills asset‑based advisory fees on program accounts, and offers tailored services via IARs including subscription financial planning and ERISA 3(38) plan management options.

Noteworthy features in the ADV that may differ from many peers include the firm’s insurer ownership and the prevalence of IARs who also sell Guardian insurance products, the use of the Dreyfus Insured Deposit Bank Sweep as a default cash sweep (with distributor payments to the firm), access to Fiscalyze (an agent‑owned business‑consulting tool with override compensation), and a parent‑company economic relationship with Hamilton Lane warrants; the brochure discloses these arrangements and other revenue‑sharing practices and also summarizes prior SEC/FINRA enforcement matters related to mutual‑fund share‑class disclosures.

Based on Guardian Life

Expertise

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments

Based on Guardian Life

Occupation focus

Founder/Business Owner Retired Executive

Based on Guardian Life

Location

6000 Western Place, Suite 120

Fort Worth TX 76107

Advisors at this office

6

Advisors at this office

user avatar

Jeff A

Series 63, Series 65

Fort Worth, TX

Guardian Life

Jeff Abodeely is a financial advisor at Guardian Life with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bank of America, Merrill, and Aegis Capital Corp. Outside of his advisory role, he is involved in swimming pool sales and owns a business selling apparel and merchandise. Park Avenue Securities LLC, where he also serves, is a dually registered broker-dealer and SEC-registered investment adviser that offers brokerage services, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides a range of advisory programs using both in-house and third-party strategies.

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

Sean O

Series 63, Series 65

Fort Worth, TX

Guardian Life

Sean O Donnell is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company throughout his career. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individual, pension, charitable, and corporate clients with brokerage services, financial planning, and investment advisory programs that include both proprietary and third-party options.

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

Jay B

Series 63, Series 66

Fort Worth, TX

Guardian Life

Jay Bartley is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2014. Bartley serves on the board of Community Healthcare of Texas, a nonprofit hospice organization. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and provides various account-level services such as lending solutions and donor-advised funds.

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

CFP®, ChFC®, Series 66

Fort Worth, TX

Guardian Life

Laurence Bransgrove is a financial advisor with Primerica Advisors, holding CFP® and ChFC® designations and over 12 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2013. Outside of his advisory role, he is involved with Bransgrove Brothers LLC, managing business strategies and accounting, and markets himself under the Wealth Advisory Group LLC name. Park Avenue Securities serves a wide retail client base, including individuals, high-net-worth investors, and organizations, offering brokerage and advisory services along with financial and business consulting. The firm utilizes proprietary and third-party investment strategies across various account types and supports lending solutions and donor-advised funds.

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

Series 63, Series 65

Fort Worth, TX

Guardian Life

Lance Stamper is a financial advisor with Primerica Advisors based in Fort Worth, TX, holding Series 63 and Series 65 licenses and 12 years of industry experience. His career includes roles at Park Avenue Securities and Guardian Life Insurance Company. He also assists clients aged 65 and older with Medicare-related matters through United Healthcare. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, financial planning, and retirement consulting. The firm employs a range of investment strategies including proprietary model portfolios and third-party managers, offering both discretionary and non-discretionary account management.

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

Darius W

CFP®, Series 63, Series 65

Fort Worth, TX

Guardian Life

Darius White is a CFP® professional with eight years of industry experience, currently with Guardian Life and Park Avenue Securities. His previous roles include positions at Charles Schwab, Prudential, Wells Fargo, and US Bank. Outside of financial advising, he is involved in entrepreneurial ventures including serving as President and CEO of Money Mansion DFW LLC and owning the ecommerce site Urban Trends Outlet. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company, provides brokerage, financial planning, and retirement consulting services to individuals, institutions, and charitable organizations, offering both discretionary and non-discretionary advisory solutions across proprietary and third-party investment programs.

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