Holmdel, NJ 101 Crawfords Corner Road Suite 2405 Office

Team
Updated today

Client AUM

$18,509,516,941

Clients

80,267

Advisors

16

Of 1,910 advisors across 510 offices

Location

101 Crawfords Corner Road, Suite 2405

Holmdel NJ 07733

Advisors at this office

16

Advisors at this office

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David P

ChFC®, Series 63

Holmdel, NJ

Guardian Life

David Parsels is a financial advisor with Primerica Advisors, holding the ChFC® designation and a Series 63 license, with 23 years of industry experience. He has worked at Park Avenue Securities since 2002 and has been affiliated with Northeast Planning Corp and Guardian Life Insurance Company since 2000. Parsels also serves as a marketing consultant for Guardian Life Insurance Company. 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 both brokerage and advisory services, utilizing a range of proprietary and third-party investment strategies across discretionary and non-discretionary accounts.

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

CFP®, Series 63

Holmdel, NJ

Guardian Life

Peter Johnson is a CFP® with 12 years of industry experience, currently affiliated with Park Avenue Securities and Guardian Life Insurance Company. His prior roles include positions at Goldman Sachs & Co, Folio Investments, Inc., and Morgan Stanley Distribution, Inc. Park Avenue Securities serves a broad retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports a variety of account-level services.

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

Series 63, Series 65

Holmdel, NJ

Guardian Life

Steven Barbesh is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 20 years of industry experience and has worked at firms including Guardian Life Insurance Company, Park Avenue Securities, Manning & Napier, and Oppenheimer Funds. Outside of his advisory role, he has worked as a tax preparer with Jackson Hewitt and has experience driving for ride-share services. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services along with financial planning and retirement-plan consulting. The firm uses a range of investment strategies through proprietary and third-party managers and supports various account features including discretionary management, alternative investments, and securities-based lending.

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

Series 66

Holmdel, NJ

Guardian Life

Justin Siracusa is a financial advisor at Primerica Advisors with a Series 66 designation and one year of industry experience. He has worked at Park Avenue Securities, Guardian Life Insurance Company, and Northeast Financial Network since 2025. Outside of finance, he is the finance and operations manager for Babysitters R Us LLC, a babysitting services company based in Staten Island, NY. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services along with financial planning and consulting. The firm employs proprietary and third-party investment strategies and supports various account-level services, managing approximately $15 billion in regulatory assets under management.

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

ChFC®, Series 63

Holmdel, NJ

Guardian Life

Robert Niehoff is a financial advisor at Primerica Advisors with over 33 years of industry experience. He holds the ChFC® and Series 63 designations. His career includes long tenures at Guardian Life Insurance and Primerica Advisors, as well as his current roles with Park Avenue Securities and Guardian Life Insurance. He also occasionally sells non-Guardian insurance products. Primerica Advisors serves a broad retail client base, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports a variety of account-level services.

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

Series 66

Holmdel, NJ

Guardian Life

Daniel Anerella Jr. is a financial advisor with Primerica Advisors based in Holmdel, NJ. He holds the Series 66 designation and has five years of industry experience. His prior work includes positions at Guardian Life Insurance Company and Park Avenue Securities. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a variety of investment strategies through proprietary and third-party portfolios and supports multiple 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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Arthur B

Series 63, Series 66

Holmdel, NJ

Guardian Life

Arthur Buisson is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 17 years of industry experience, including roles at Howley Financial Group and Guardian Life Insurance Company. Buisson also acts as an insurance agent for clients when it is advantageous to them. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers transaction-based brokerage and fee-based advisory services, financial planning, and retirement-plan consulting, utilizing a range of proprietary and third-party investment strategies.

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

Series 63, Series 65

Holmdel, NJ

Guardian Life

Christian Dapolito is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has six years of industry experience, including positions with Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he serves on the board of the Matawan Football Alumni Foundation and operates a quarterback training camp, QB Sessions, LLC. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser that provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

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

Series 65, Series 63

Holmdel, NJ

Guardian Life

Brandon Meyers is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life. He holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to his current role, he worked at Northeast Financial Network and has served as Director of Youth Operations at Sportsplex at Metuchen. Park Avenue Securities, operating as Park Avenue® Wealth Management, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of discretionary and non-discretionary advisory solutions, including proprietary model portfolios and a digital advisory platform.

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

CFP®, Series 63, Series 65

Holmdel, NJ

Guardian Life

James Dematteo is a CFP® professional with 20 years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. His career includes long-term roles at Park Avenue Securities and Guardian Life Insurance Company. He also operates JPD Financial, LLC, an S-corporation focused on business income and accounting. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services alongside financial and retirement planning. The firm utilizes a combination of proprietary and third-party investment strategies and supports various account features including discretionary management, alternative investments, and securities-based lending.

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

CFP®, Series 63, Series 65

Holmdel, NJ

Guardian Life

Joseph Fitzgerald is a financial advisor with Guardian Life and Park Avenue Securities, holding CFP®, Series 63, and Series 65 designations. He has 17 years of industry experience, with a long tenure at both firms since 2009. Outside of his advisory role, he is involved in buying and selling collectibles such as comic books, video games, and Pokémon cards. Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, serves individual and institutional clients with brokerage services, financial planning, retirement consulting, and a range of investment advisory programs that include proprietary and third-party models.

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

Series 63, Series 65

Holmdel, NJ

Guardian Life

Kelsey Bornstein Murphy is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. Her prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, Paychex, and Optimum Health Exercise Therapy. She serves as president and board member of BNI First Class NJ, a non-investment-related organization. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering various proprietary and third-party investment programs and financial planning solutions. The firm manages approximately $15 billion in regulatory assets under management through an integrated operating model and multiple account-level services.

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

Series 66

Holmdel, NJ

Guardian Life

Michael Schwartz is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 19 years of industry experience. He has worked at Guardian Life and Park Avenue Securities since 2009. Outside of his primary roles, he operates Schwartz Planning Group, LLC, through which he manages his own advisory business. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs involving both proprietary and third-party models.

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

CFP®, ChFC®, Series 63, Series 65

Holmdel, NJ

Guardian Life

Thomas Bauman is a CFP® and ChFC® with 36 years of industry experience, currently affiliated with Primerica Advisors in Lafayette, NJ. He has held positions at Guardian Life Insurance Company and Park Avenue Securities over multiple periods since 2013. Bauman also engages in selling insurance products from companies other than Guardian Life and Berkshire Life. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial and business consulting. The firm utilizes a variety of proprietary and third-party investment strategies and platforms, managing approximately $15 billion in regulatory assets under management with a network of over 1,900 investment adviser representatives.

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

Series 63, Series 65

Holmdel, NJ

Guardian Life

Jeffrey Baumann is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has three years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company. He participates in a networking group focused on business strategy and expansion. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services with multiple 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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