Franklin, TN Cool Springs Blvd 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

725 Cool Springs Blvd, Suite 450

Franklin TN 37067

Advisors at this office

4

Advisors at this office

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Patrick M

ChFC®, Series 63, Series 65

Franklin, TN

Guardian Life

Patrick Moore is a financial advisor with Guardian Life, holding a ChFC® designation and Series 63 and 65 licenses, and has 48 years of industry experience. His prior roles include positions at Park Avenue Securities, Private Client Services, and Prime Capital Investment Advisors, among others. Outside of his advisory work, he is involved with Hope4America.us and is also an author. Park Avenue Securities LLC, a subsidiary of Guardian Life, offers brokerage and advisory services to individuals, institutions, and nonprofits. The firm provides tailored investment management solutions through advisor-led discretionary mandates and model-based strategies, along 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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Ryan V

Series 66

Franklin, TN

Guardian Life

Ryan Vorhies is a financial advisor with Guardian Life holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked at Compass Advisory Group and Amazon, and he also serves as a pilot for United Airlines. 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 offers a combination of advisor-led discretionary management and model-based strategies, along with financial planning and consulting services tailored to client needs.

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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Leslie J

Series 66

Franklin, TN

Guardian Life

Leslie Janssen is a financial advisor at Guardian Life with five years of industry experience. She holds a Series 66 designation and has worked previously with Peachtree Planning Corporation and Agape Family Health. Janssen also operates Compass Executive Consulting and Compass Executive Group, non-investment related businesses based in Franklin, TN. Guardian Life provides brokerage and investment advisory services to individuals, businesses, and organizations. The firm offers financial planning, consulting, and access to proprietary and third-party investment solutions, combining advisor-led discretionary management with model-based strategies and a range of integrated lending 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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Solomon K

Series 63, Series 65

Franklin, TN

Guardian Life

Solomon Kafoure is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has served at Park Avenue Securities and Guardian Life since 2008. Outside of his advisory role, he is involved with Compass Executive Consulting and Compass Executive Group, two non-investment-related ventures. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm’s investment approach combines advisor-led discretionary management with model-based strategies and offers 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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