Greenville, SC 233 N. Main Street Office

Team
Updated today
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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

233 N. Main Street, Suite 202

Greenville SC 29601

Advisors at this office

4

Advisors at this office

user avatar

Ariel L

Series 66

Greenville, SC

Guardian Life

Ariel Lee is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and six years of industry experience. Before joining these firms, Ariel worked at Edward Jones and has experience in the automotive industry from Vic Bailey Ford Lincoln. Outside of advisory work, Ariel serves on the boards of The Shepherd's Center of Spartanburg and the Upstate Senior Network, and participates as an advisory board member for Focal AI. 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 combination of advisor-led discretionary management and model-based strategies, supporting client relationships with tailored financial planning, consulting, 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
user avatar

Antonio J

Series 63, Series 65

Greenville, SC

Guardian Life

Antonio Jenkins is a financial advisor at Guardian Life with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Park Avenue Securities and Guardian since 2015. He also has involvement in insurance offerings outside of Guardian, including Medicare Advantage and other health-related products. 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 integrates various platforms and tools to tailor client relationships and 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

Paul G

Series 63, Series 65

Greenville, SC

Guardian Life

Paul Goldstein is a financial advisor with Guardian Life in Greenville, SC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Guardian Life since 2016 and Park Avenue Securities since 2022. Goldstein helps organize a charity golf tournament that raises funds for the local nonprofit Helen's Hugs. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses, combining advisor-led discretionary management with model-based strategies 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
user avatar

William B

Series 63, Series 65

Greenville, SC

Guardian Life

William Barham is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at The Vanguard Group and Cetera Investment Services. Outside of finance, he owns and operates Gold Magnolia Productions, which manages talent and events in the entertainment sector, and serves as a Board Advisor for the Beta Theta Pi chapter at Clemson University. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, retirement plan sponsors, and organizations, combining advisor-led discretionary management with model-based strategies and offering access to insurance products, alternative investments, and various consulting 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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