Metairie, LA 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

3300 West Esplanade, Suite 210

Metairie LA 70002

Advisors at this office

5

Advisors at this office

user avatar

Richard V

ChFC®, Series 63

Metairie, LA

Guardian Life

Richard Villavaso is a financial advisor with Guardian Life, holding the ChFC® and Series 63 designations and bringing 36 years of industry experience. He has been with Guardian Life and its affiliates since 1998 and serves as president and sole owner of The Producers Group, Inc., a general agency of Guardian Life. Villavaso also acts as trustee for multiple family trusts and holds a minority interest in a restaurant in Austin, Texas. Guardian Life’s Park Avenue® Wealth Management provides brokerage and advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and offers access to insurance products and alternative investments through its connection to 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

Alexander V

Series 66

Metairie, LA

Guardian Life

Alexander Villavaso is a financial advisor with Guardian Life and holds a Series 66 designation. He has three years of industry experience and has worked with Park Avenue Securities and Guardian Life since 2023, following ten years at The Producers Group, Inc. Outside of his advisory role, he is involved in fixed insurance products and disability insurance products. Guardian Life’s subsidiary, Park Avenue Securities LLC, 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 access to proprietary and third-party investment solutions, along with specialized 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
user avatar

John H

Series 66

Metairie, LA

Guardian Life

John Hooper III is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and eight years of industry experience. His work history includes roles at State Farm and as an independent life insurance broker prior to his current positions. Outside of his advisory work, he is involved with Holy Cross High School as an assistant 8th grade football coach and serves on the school's alumni board. 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 financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies delivered 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
user avatar

Ulysses B

Series 66

Metairie, LA

Guardian Life

Ulysses Barnes is a financial advisor with Guardian Life holding a Series 66 designation and two years of industry experience. His prior work includes roles at Park Avenue Securities and real estate firms such as Melrose Group Realty and Team Geaux Realty. He is affiliated with Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which offers brokerage and investment advisory services to individuals, 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 supported by 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
user avatar

Katherine A

ChFC®, Series 63

Metairie, LA

Guardian Life

Katherine Almerico is a financial advisor at Guardian Life with 37 years of industry experience. She holds the ChFC® and Series 63 designations. Her prior work includes 36 years at The Producers Group, Inc., and she currently serves at both Guardian Life and its subsidiary, Park Avenue Securities. Additionally, she is executrix of the estate of Joseph Almerico. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm employs both advisor-led discretionary management and model-based strategies, providing clients access to proprietary programs 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
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)