Franklin, TN Cool Springs Blvd Office

Team
Updated today

Client AUM

$18,509,516,941

Clients

80,267

Advisors

4

Of 1,910 advisors across 510 offices

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 Primerica Advisors who holds the ChFC® designation and Series 63 and 65 licenses. He has 47 years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, and Cambridge Investment Research. Outside of advising, he is involved with Hope4America.us and is an author. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

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

Series 66

Franklin, TN

Guardian Life

Ryan Vorhies is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. Prior to joining Guardian Life and Park Avenue Securities in 2024, he worked at Compass Advisory Group and held roles at Amazon and United Airlines. Outside of his advisory work, Vorhies is a pilot for United Airlines. Park Avenue Securities LLC, part of Guardian Life, serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

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

Series 66

Franklin, TN

Guardian Life

Leslie Janssen is a financial advisor with Primerica Advisors based in Franklin, TN, holding a Series 66 designation and four years of industry experience. Prior to joining Primerica, Leslie worked at Peachtree Planning Corporation and has been affiliated with Park Avenue Securities and Guardian Life Insurance Company since 2020. Outside of her advisory role, she is involved with Compass Executive Consulting and Compass Executive Group, both non-investment-related activities. Park Avenue Securities LLC serves a diverse retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing proprietary and third-party investment strategies across multiple program options.

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

Series 63, Series 65

Franklin, TN

Guardian Life

Solomon Kafoure is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2008. Outside of his advisory work, he is involved with Compass Executive Consulting and Compass Executive Group, which are non-investment-related business activities. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering a range of brokerage and advisory services supported by proprietary programs and third-party investment platforms.

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