Saint Cloud, FL Office

Team
Updated today

Client AUM

$18,509,516,941

Clients

80,267

Advisors

2

Of 1,910 advisors across 510 offices

Location

Saint Cloud FL

Advisors at this office

2

Advisors at this office

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Dawn S

Series 63, Series 65

Saint Cloud, FL

Guardian Life

Dawn Spaulding is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Her prior roles include 11 years at Principal Securities and Principal Life Insurance. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm offers both discretionary and non-discretionary advisory relationships and employs a mix of 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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Ross F

CFP®, ChFC®, Series 66

Saint Cloud, FL

Guardian Life

Ross Feldman is a financial advisor with Guardian Life and Park Avenue Securities, holding the CFP® and ChFC® designations along with a Series 66 license. He has 27 years of industry experience, including extensive tenure at Guardian Life since 2010. Outside of advising, Feldman is a singer-songwriter who occasionally performs and records music for the public. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and a range of investment advisory programs that include both proprietary and third-party strategies.

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