Naples, FL Pelican Bay Blvd Office

Team
Updated today

Client AUM

$18,509,516,941

Clients

80,267

Advisors

2

Of 1,910 advisors across 510 offices

Location

5811 Pelican Bay Blvd, Ste 302

Naples FL 34108

Advisors at this office

2

Advisors at this office

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Christopher S

Series 63, Series 65

Naples, FL

Guardian Life

Christopher Seebeck is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His prior roles include positions at Ameriprise Financial Services, First Foundation Advisors, LPL Financial, and Fifth Third Securities. He is affiliated with Park Avenue Securities LLC, a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, 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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William B

Series 63, Series 65, Series 66

Naples, FL

Guardian Life

William Barnett is a financial advisor at Guardian Life with 23 years of industry experience. He holds Series 63, 65, and 66 credentials and has worked at firms including Park Avenue Securities, Trifound Financial LLC, and J.P. Morgan Securities. He serves on the compliance committee of Old Hickory Golf Club in Fort Myers, FL. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary advisory relationships using a mix of proprietary and third-party models.

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