Jacksonville, FL Deerwood Park Blvd Office

Team
Updated today
Guardian Life logo

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

10151 Deerwood Park Blvd, Suite 114

Jacksonville FL 32256

Advisors at this office

5

Advisors at this office

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Shane P

Series 63, Series 65

Jacksonville, FL

Guardian Life

Shane Pipher is a financial advisor with Guardian Life in Jacksonville, FL, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been with Guardian Life and its affiliated companies since 2015. Shane also serves as Durable Power of Attorney for his mother. Guardian Life, through its subsidiary Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, including high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers customized financial planning and advisory solutions using a combination of advisor-led discretionary management and model-based strategies delivered via proprietary 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
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Michael R

Series 63, Series 65

Jacksonville, FL

Guardian Life

Michael Reed is a financial advisor with Guardian Life in Jacksonville, FL, holding Series 63 and Series 65 credentials with one year of industry experience. His prior roles include positions at Park Avenue Securities, North Florida Financial Strategic Wealth Specialist, George Moore Chevrolet, and MaxFit Jax Beach. Guardian Life’s subsidiary Park Avenue Securities offers both brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through advisor-led discretionary management, model-based strategies, and a digital advisory platform, with access to insurance products and alternative investments.

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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Rogers J

ChFC®, Series 63, Series 65

Jacksonville, FL

Guardian Life

Rogers Joseph Jr. is a financial advisor with Guardian Life in Jacksonville, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of experience in the industry and has been with Guardian Life and its related entities since 1992. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers access to insurance products, alternative investments, and integrated lending options through various proprietary 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
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Chelsae C

Series 63, Series 65

Jacksonville, FL

Guardian Life

Chelsae Carmickle is a financial advisor with Guardian Life in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing two years of industry experience. Prior to joining Guardian Life, she worked at First Command Advisory Services, Inc. She also has experience in health and wellness sectors, including roles at Massage Envy and Aveda Institute. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and advisory services to individuals, retirement plans, and organizations, combining advisor-led discretionary management with model-based strategies and offering access to insurance products and alternative investments.

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

Cierra C

Series 66

Jacksonville, FL

Guardian Life

Cierra Colgrove is a financial advisor with Guardian Life and holds a Series 66 designation. She has two years of industry experience, including roles at Park Avenue Securities and Strategic Wealth Group. Colgrove serves as Treasurer for the Nassau Council of Arts & Culture. 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 offers customized financial planning and discretionary management through a combination of proprietary and third-party 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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