Newtown, PA Office

Team
Updated today

Client AUM

$18,509,516,941

Clients

80,267

Advisors

2

Of 1,910 advisors across 510 offices

Location

2 North State Street

Newtown PA 18940

Advisors at this office

2

Advisors at this office

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Kenneth K

Series 63, Series 65

Newtown, PA

Guardian Life

Kenneth Kovalik is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has served in various roles at Park Avenue Securities and Guardian Life since 2009. Outside of his advisory work, Kovalik provides management consulting services and is involved in community and nonprofit leadership, including serving as an elder at Grace Point Church and as a board member for Transformed by Grace and World Team Missions. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with financial planning, retirement consulting, and a mix of proprietary and third-party advisory programs.

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

Series 63, Series 65

Newton, PA

Guardian Life

David Moskovitz is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance since 2012 and operates One Resource Group, an insurance managing general agency that provides access to non-Guardian insurance products. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services along with financial planning and consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account services, including 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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