Hunt Valley, MD Office

Team
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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

11350 Mc Cormick Road, Executive Plaza Iii, Suite 202

Hunt Valley MD 21031

Advisors at this office

10

Advisors at this office

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Stephen N

CFP®, Series 66

Hunt Valley, MD

Guardian Life

Stephen Norris Jr. is a CFP® professional with 15 years of experience, currently serving at Guardian Life and Park Avenue Securities. He has held positions at both firms since 2011. Norris also serves on the Board of Directors for the Towson Chamber of Commerce. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and investment management solutions through a combination of advisor-led discretionary management and model-based strategies.

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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Gordon S

ChFC®, Series 63

Hunt Valley, MD

Guardian Life

Gordon Smith is a financial advisor with Guardian Life and holds the ChFC® and Series 63 designations. He has 41 years of industry experience and has been affiliated with Guardian Life and its subsidiary Park Avenue Securities since 2008. Smith is also involved in insurance sales. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, 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 a range of proprietary and third-party advisory 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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Charles W

ChFC®, Series 63, Series 65

Hunt Valley, MD

Guardian Life

Charles Woodbury is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation and Series 63 and Series 65 licenses. He has 41 years of industry experience, including over a decade at Guardian Life. Woodbury is active in his community through leadership roles at Towson United Methodist Church, including serving on the Stewardship Committee and chairing the Planned Giving Committee. Park Avenue Securities LLC, a wholly owned subsidiary of Guardian Life, 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 through proprietary and third-party platforms, with tailored client relationships supported by a broad range of financial planning and 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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Adam W

Series 63, Series 65

Hunt Valley, MD

Guardian Life

Adam Wlodarczyk is a financial advisor with Guardian Life in Hunt Valley, MD, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes positions at Park Avenue Securities, Financial Fitness, Weyrich Cronin & Sorra, CPA, Primetals Technologies, and Liberatore's. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and 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 uses a combination of advisor-led discretionary management and model-based strategies while offering financial planning, consulting, and access to proprietary and third-party advisory 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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Evaristo G

Series 63, Series 66

Hunt Valley, MD

Guardian Life

Evaristo Gonzalez is a financial advisor at Guardian Life with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked extensively with Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he is involved in offering personal disability insurance through Assurity and health insurance policies as a broker via URL Financial. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm integrates advisor-led discretionary management with model-based strategies across proprietary and third-party platforms, offering tailored client relationships and access to various insurance and alternative 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
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William C

Series 63, Series 65

Hunt Valley, MD

Guardian Life

William Crossan III is a financial advisor at Guardian Life with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including New York Life Insurance Company, Eagle Strategies, and OneAmerica Securities. Outside of his advisory work, he is involved in life coaching through Campfire Culture. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, high-net-worth clients, 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 access to insurance products, alternative investments, 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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Caroline M

Series 66

Hunt Valley, MD

Guardian Life

Caroline Michaels is a financial advisor at Guardian Life with one year of industry experience. She holds a Series 66 designation and previously worked at Financial Growth Partners and Brewbike. Outside of finance, she is involved with Sharon's Shaved Ice, a small business. Guardian Life’s subsidiary, Park Avenue Securities, provides brokerage and investment advisory services to individuals, corporations, and retirement plan sponsors, offering a range of financial planning and investment solutions including discretionary and model-based management programs.

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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Michael Y

ChFC®, Series 63, Series 65

Hunt Valley, MD

Guardian Life

Michael Yanchoris is a financial advisor with Guardian Life in Hunt Valley, MD, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience and has been with Guardian Life and its affiliated entities for 15 years. Outside of his role at Guardian, he is involved in a separate insurance-related business. Guardian Life’s Park Avenue Wealth Management provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and proprietary 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

Evaristo G

Series 66

Hunt Valley, MD

Guardian Life

Evaristo Gonzalez is a Series 66 licensed financial advisor with nine years of industry experience, currently affiliated with Guardian Life. He has worked at Park Avenue Securities and Guardian Life Insurance Company of America throughout his career. Gonzalez also serves as an independent contractor providing outside disability insurance through Peterson International and Assurity. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions that include discretionary management, model-based strategies, financial planning, and access to proprietary and third-party advisory programs.

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

Daniel J

Series 66

Hunt Valley, MD

Guardian Life

Daniel Jemibewon is a Series 66-licensed financial advisor with Guardian Life, bringing one year of industry experience. His background includes roles at Amazon, Citigroup, Google, and Procter & Gamble. Outside of finance, he is involved in life coaching on a part-time basis. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies, including proprietary programs and third-party platforms, to deliver tailored financial planning 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
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