Morgantown, WV 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

2002 White Willow Way

Morgantown WV 26505

Advisors at this office

5

Advisors at this office

user avatar

Olivia A

Series 66

Morgantown, WV

Guardian Life

Olivia Abboud is a financial advisor with Guardian Life and holds a Series 66 designation. She has one year of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Prior to her financial advisory career, she worked with the United States Secret Service and has experience in hospitality and senior living sectors. 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 advisory solutions, combining advisor-led discretionary management with model-based strategies and utilizing platforms such as Envestnet and Pershing.

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 B

ChFC®, Series 63, Series 65

Morgantown, WV

Guardian Life

John Bonasso is a financial advisor with Guardian Life and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience, including 25 years with Park Avenue Securities and Guardian Life. Bonasso also serves as an assistant adjunct professor at West Virginia University’s School of Medicine. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, 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 a combination of advisor-led discretionary management and model-based strategies, access to proprietary and third-party advisory solutions, and tailored 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

Zebulon L

Series 63, Series 65

Morgantown, WV

Guardian Life

Zebulon Lewis is a financial advisor at Guardian Life with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities LLC since 2017, concurrently with his role at Guardian Life Insurance Company of America since 2015. Outside of finance, he is involved in volleyball officiating and coaching. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and 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 and 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

Jace K

Series 66

Morgantown, WV

Guardian Life

Jace Kyle is a financial advisor with Guardian Life and holds a Series 66 credential, with five years of industry experience. He previously worked at Park Avenue Securities and has experience as an adjunct professor at Davis and Elkins College. He serves as secretary of the Tygart Valley Lions Club and is a board member for Youth Health Service, an organization focused on child development and care services. Guardian Life, through its subsidiary Park Avenue Securities LLC, 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 a range of financial planning, consulting, and investment 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
user avatar

Bryan S

Series 66

Morgantown, WV

Guardian Life

Bryan Schod is a financial advisor with Guardian Life and holds the Series 66 designation. He has six years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of advising, he is an author of the book *Be A Cash Flow Pro* and is involved with Generation Morgantown, a community organization. Bryan works with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which provides both 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 solutions including discretionary management, model-based strategies, and digital advisory tools.

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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