Las Vegas, NV Spanish Ridge Avenue 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

8906 Spanish Ridge Avenue, Suite 110

Las Vegas NV 89148

Advisors at this office

27

Advisors at this office

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Donald P

CFP®, ChFC®, Series 66

Las Vegas, NV

Guardian Life

Donald Pearson is a CFP® and ChFC® with six years of experience in the financial industry. He currently works at Guardian Life and Park Avenue Securities in Las Vegas, NV. Pearson also serves in the United States Marine Corps. He is affiliated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and asset management solutions combining advisor-led discretionary management with model-based strategies and a range of 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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Jose A

Series 63, Series 65

Las Vegas, NV

Guardian Life

Jose Abreu is a financial advisor at Guardian Life with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Park Avenue Securities, Primerica Advisors, and Mass Mutual Investors Services. Outside of financial advising, he is also a licensed real estate salesperson involved with EXP Realty in Las Vegas. Guardian Life, through its subsidiary Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and investment solutions, combining advisor-led management with model-based strategies and access to insurance and alternative investment products.

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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Randy R

Series 66

Las Vegas, NV

Guardian Life

Randy Rivas is a financial advisor with Guardian Life and Park Avenue Securities in Las Vegas, NV. He holds a Series 66 designation and has one year of industry experience. In addition to his advisory role, he has been involved with Forum Shops at Caesar's Palace since 2004. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers 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 provides a range of financial planning and consulting services tailored to client needs.

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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Jason O

Series 63, Series 65

Las Vegas, NV

Guardian Life

Jason Oshins is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Park Avenue Securities since 2011 and Guardian Life since 2010. Outside of his advisory role, he serves on the Vegas PBS Southern Nevada Planned Giving Council and writes articles for publications including Ultimate Estate Planner and Vegas PBS. Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary wrap programs, third-party solutions, 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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Paul S

Series 66

Las Vegas, NV

Guardian Life

Paul Sonnier is a financial advisor at Guardian Life with 11 years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities and Morgan Stanley. Sonnier is a part-owner of Profit Pulse Accounting Solutions, a business unrelated to investment advisory services. Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, alongside financial planning and consulting services.

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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Joshua C

Series 66

Las Vegas, NV

Guardian Life

Joshua Crame is a financial advisor at Guardian Life with eight years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2017. In addition to his advisory work, Crame is involved with Liberty ID, a company providing identity theft protection and recovery services. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers both brokerage and investment advisory services, combining advisor-led discretionary management with model-based strategies through 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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Joseph D

CFP®, ChFC®, Series 63, Series 65

Las Vegas, NV

Guardian Life

Joseph Delisi is a CFP® and ChFC® with 28 years of experience in the financial services industry. He has been affiliated with Guardian Life and its subsidiary Park Avenue Securities since 2006. Outside of his advisory role, he serves as treasurer of the Junior Leaders MMA Foundation and is involved in behavioral coaching ventures that focus on financial behavior and adviser business management. 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, model-based strategies, and digital advisory solutions tailored to client needs.

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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Jason F

CFP®, ChFC®, Series 63, Series 65

Las Vegas, NV

Guardian Life

Jason Frederico is a CFP® and ChFC® with 18 years of experience in the financial services industry. He has been with Guardian Life since 2011. In addition to his advisory role, he serves as president of The Gentleman's League, a charitable nonprofit organization, and is co-owner of Candlesense, a fire retardant gel business. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and consulting services 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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Lynsey F

Series 63, Series 65

Las Vegas, NV

Guardian Life

Lynsey Freeman is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. She previously worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Outside of her advisory role, Lynsey organizes monthly networking brunches for women in Las Vegas as the local leader of Gals That Brunch. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm offers tailored financial planning and discretionary management through proprietary and third-party platforms, 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
user avatar

Brennan D

Series 66

Las Vegas, NV

Guardian Life

Brennan Drew is a financial advisor at Guardian Life with 12 years of industry experience. He holds a Series 66 designation and has been with Guardian Life since 2011. Outside of his advisory role, he coaches wrestling at a local high school and is an author, having published the book *Financial Malpractice*. Guardian Life, through its subsidiary Park Avenue Wealth Management, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital 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

Patrick C

CFP®, Series 66

Las Vegas, NV

Guardian Life

Patrick Collins is a CFP®-certified financial advisor with 13 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. He has worked at Park Avenue Securities since 2012 and has been with Guardian Life since 2011. Outside of his primary roles, he also engages in independent insurance sales. 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 a range of solutions including advisor-led discretionary management, model-based strategies, and digital advisory services, with access to insurance products and alternative investments through its connection with Guardian Life.

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

Jordan I

Series 66

Las Vegas, NV

Guardian Life

Jordan Ibsen is a financial advisor at Guardian Life with eight years of industry experience. He holds a Series 66 designation and has worked with Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he serves as an assistant football coach for the Faith Lutheran High School junior varsity team. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary management with model-based strategies and provides access to proprietary wrap programs, third-party advisory solutions, and a digital advisory platform.

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

Anand K N

Series 66

Las Vegas, NV

Guardian Life

Anand K Nair is a financial advisor at Guardian Life with 13 years of industry experience. He holds the Series 66 designation and has worked at firms including Northwestern Mutual and Westpac Wealth Partners. Outside of advisory services, he is an author and speaker on topics unrelated to investments. Guardian Life’s subsidiary, Park Avenue Securities, offers brokerage and advisory services to individuals, corporate clients, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides 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

Gregory H

Series 66

Las Vegas, NV

Guardian Life

Gregory Hunko is a financial advisor with Guardian Life and holds a Series 66 designation. He has four years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Prior to his financial services career, he worked for 28 years at Home Depot and attended the University of Nevada Las Vegas. Guardian Life, through its subsidiary Park Avenue Securities, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies 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

Andrew B

Series 66

Las Vegas, NV

Guardian Life

Andrew Bunkers is a financial advisor at Guardian Life with a Series 66 credential and two years of industry experience. He has worked at Park Avenue Securities since 2024 and has prior experience in real estate through his ownership of Vivienda Development LLC. Before entering the financial advisory field, he was involved in real estate and support services spanning over a decade. 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, retirement plan sponsors, and organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, with additional 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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