Port Saint Lucie, FL Office

Team
Updated today

Client AUM

$18,509,516,941

Clients

80,267

Advisors

4

Of 1,910 advisors across 510 offices

Location

125 SE Via Tesoro, Suite 203

Port Saint Lucie FL 34984

Advisors at this office

4

Advisors at this office

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Michelle B

Series 66

Port Saint Lucie, FL

Guardian Life

Michelle Boyce is a financial advisor at Guardian Life with 12 years of industry experience and holds a Series 66 designation. She has previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Outside of her advisory role, she is involved in multiple insurance brokerage activities, including serving as a vice president at a life insurance brokerage and training other advisors in the LEAP system. Park Avenue Securities LLC, where she is currently affiliated, is a broker-dealer and SEC-registered investment adviser serving individual and institutional clients with brokerage services, financial planning, and investment advisory programs, including discretionary and non-discretionary portfolio management and digital advisory solutions.

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

Series 63, Series 65, Series 66

Port Saint Lucie, FL

Guardian Life

Michael Effron is a financial advisor with Guardian Life and holds the Series 63, Series 65, and Series 66 designations. He has 26 years of industry experience and has worked at firms including Invesco Advisers, Cambridge Investment Research, and Park Avenue Securities. Outside of his advisory role, he is involved as the owner of New England Funds LLC, engaged in trading activities. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individual, corporate, charitable, and retirement plan clients through brokerage services, financial planning, and investment advisory programs. The firm offers discretionary and non-discretionary advisory relationships, utilizing both proprietary and third-party model portfolios.

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

Series 66

Port Saint Lucie, FL

Guardian Life

Robert Metz Jr. is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and five years of industry experience. Prior to joining Guardian Life and Park Avenue Securities in 2025, he worked at Edward Jones from 2021 to 2025 and served with the Allegheny County Police from 2012 to 2018. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and retirement plan consulting to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of advisory programs, including discretionary and non-discretionary relationships, with model portfolios from in-house and third-party managers.

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

Series 66

Port Saint Lucie, FL

Guardian Life

Joseph Roddy is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. He has worked at Park Avenue Securities since 2023 and is also affiliated with Guardian Life Insurance Company. Outside of his advisory role, he has been involved with the University of Miami since 2021 and previously worked at Gilmour Academy. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser wholly owned by The Guardian Life Insurance Company of America. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, retirement plan consulting, and a combination of proprietary and third-party investment advisory programs.

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