Greenville, SC 233 N. Main Street Office

Team
Updated today

Client AUM

$18,509,516,941

Clients

80,267

Advisors

4

Of 1,910 advisors across 510 offices

Location

233 N. Main Street, Suite 202

Greenville SC 29601

Advisors at this office

4

Advisors at this office

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Ariel L

Series 66

Greenville, SC

Guardian Life

Ariel Lee is a financial advisor at Guardian Life with six years of industry experience and holds the Series 66 designation. Prior to joining Guardian Life and its affiliate Park Avenue Securities, Lee worked at Edward Jones for four years and has experience in the automotive industry. Outside of financial advising, Lee is involved in community and nonprofit activities, serving on boards such as The Shepherd's Center of Spartanburg and the Alzheimer's Association of South Carolina, and participates in advisory roles including with Focal AI. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser fully owned by Guardian Life. The firm serves individual, pension, charitable, and corporate clients with a range of brokerage and advisory services, utilizing both proprietary and third-party investment models and offering hybrid digital advisory solutions.

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

Series 65, Series 63

Greenville, SC

Guardian Life

Antonio Jenkins is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 65 and Series 63 licenses and with 11 years of industry experience. He is based in Greenville, SC, and also engages in insurance activities outside of Guardian Life, including Medicare Advantage and dental vision products through United Healthcare and BlueCross BlueShield. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and investment advisory services, offering both discretionary and non-discretionary portfolio management options.

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

Series 63, Series 65

Greenville, SC

Guardian Life

Paul Goldstein is a financial advisor with Primerica Advisors and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has worked with Primerica Advisors and Guardian Life Insurance Company since 2016 and joined Park Avenue Securities in 2024. Outside of his advisory role, he helps organize a charity golf tournament benefiting a local Clemson nonprofit, Helen's Hugs. Park Avenue Securities serves a broad retail client base, offering brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and supports various account-level services including 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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William B

Series 63, Series 65

Greenville, SC

Guardian Life

William Barham is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 16 years of industry experience, including roles at Vanguard, Cetera Investment Services, Regions Bank, and Park Avenue Securities. Outside of finance, he owns and operates Gold Magnolia Productions, which manages talent, booking, and marketing for musicians and events. He also serves as a board advisor for the Beta Theta Pi chapter at Clemson University. Park Avenue Securities, where Mr. Barham is currently affiliated, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, and investment advisory programs utilizing both proprietary and third-party strategies.

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