Murray, UT Office

Team
Updated today

Client AUM

$18,509,516,941

Clients

80,267

Advisors

6

Of 1,910 advisors across 511 offices

Location

756 East Winchester Blvd, Suite 304

Murray UT 84107

Advisors at this office

6

Advisors at this office

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Randall B

Series 63, Series 65

Murray, UT

Guardian Life

Randall Bills is a financial advisor with Primerica Advisors and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Guardian Life Insurance Company and Primerica Advisors. Outside of his financial advisory work, he plays keyboard for a local rock and roll band called The Flashback Brothers. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial planning and business consulting. The firm utilizes various investment strategies and supports both discretionary and non-discretionary account management.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Zachary N

Series 66

Murray, UT

Guardian Life

Zachary Nielson is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Park Avenue Securities since 2018, Guardian Life Insurance Company since 2017, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. He is involved in managing the ZB Family Trust for his wife. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and investment advisory programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Ryan B

CFP®, ChFC®, Series 63, Series 66

Murray, UT

Guardian Life

Ryan Beck is a financial advisor with Primerica Advisors and holds the CFP® and ChFC® designations, with 29 years of industry experience. He has worked at Park Avenue Securities since 2017 and previously spent 12 years with AXA Advisors, LLC. Outside of his advisory role, he is writing a book on Executive Benefit Planning. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services along with financial and business consulting. The firm employs a variety of investment strategies through proprietary and third-party platforms and supports a range of account-level services such as lending solutions and donor-advised funds.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Eric K

Series 66

Murray, UT

Guardian Life

Eric Keith is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and having one year of industry experience. Prior to his current roles, he worked at Texas Roadhouse for seven years and HK Composites for one year. He also engages in independent insurance sales outside of Guardian Life. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and advisory programs. The firm offers both discretionary and non-discretionary investment solutions, including hybrid digital advisory services and tailored financial planning options.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Brett B

Series 63, Series 66

Murray, UT

Guardian Life

Brett Bunker is a financial advisor at Guardian Life with 10 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, he was involved with Rocky Mountain Nanotechnology, LLC for nine years. Guardian Life’s subsidiary, Park Avenue Securities LLC, is a dually registered broker-dealer and investment adviser that serves individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage and advisory services, including proprietary and third-party investment programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Peter N

Series 66

Murray, UT

Guardian Life

Peter Nelson is a financial advisor with Primerica Advisors, holding a Series 66 designation and nine years of industry experience. He has worked with Park Avenue Securities since 2016 and Guardian Life Insurance Company of America since 2015. Outside of his advisory role, he serves as a trustee and executor for a family trust. Primerica Advisors serves a broad retail client base, offering transaction-based brokerage and fee-based advisory services, financial planning, and retirement-plan consulting. The firm utilizes a combination of proprietary and third-party investment strategies, supporting a wide range of account types and investment options.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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