Saint Louis, MO Maryville Centre Drive Office

Team
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Guardian Life logo

Guardian Life

Enterprise

Firm-wide stats for Guardian Life

Total advisors

1,911

Across 509 offices

Clients per advisor

42 Low

Avg AUM per client

$230,599 Low

HNW client ratio

22% Typical

About

Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management and a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides both brokerage and investment advisory services to individuals (including high‑net‑worth clients), corporate and retirement plan sponsors, charitable organizations, and businesses. Its network of investment adviser representatives offers financial planning, subscription‑based and ongoing consulting, group financial education, and access to proprietary wrap programs as well as select third‑party advisory solutions.

The firm combines advisor‑led discretionary management with model‑based strategies delivered through proprietary programs and third‑party platforms, using Envestnet for overlay and administrative services and Pershing for custody and clearing; it also offers a digital advisory solution (VestWise) with model portfolios from Franklin Advisers. Client relationships are tailored by IARs who may implement discretionary or non‑discretionary mandates, coordinate ERISA‑related retirement plan services, and provide tax‑sensitive or subscription business planning and consulting support.

Noteworthy features disclosed in the brochure include an established connection with Guardian Life that provides access to insurance products and certain alternative investments, use of the iCapital alternative‑investment platform and a disclosed relationship involving Hamilton Lane warrants held by GLIC. The firm also highlights less common operational offerings — a vendor‑owned Fiscalyze business consulting tool used by some IARs, an array of integrated lending options (non‑purpose loans, SBLOCs, BNY Mellon credit and mortgage programs), and recent program changes such as closing its Foundations SM and Quantitative Innovations SM programs to new investors effective January 31, 2026.

Based on Guardian Life

Expertise

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Based on Guardian Life

Occupation focus

Founder/Business Owner Executive Financial Professional

Based on Guardian Life

Demographic focus

Approaching retirement Established Professionals Mid-Career Professionals

Based on Guardian Life

Location

625 Maryville Centre Drive, Suite 100

Saint Louis MO 63141

Advisors at this office

9

Advisors at this office

user avatar

Milos V

Series 66

Saint Louis, MO

Guardian Life

Milos Vranic is a financial advisor with Guardian Life in Saint Louis, MO, holding a Series 66 credential and nine years of industry experience. He previously worked at Bank of America and Merrill Lynch Pierce Fenner & Smith from 2017 to 2023. Outside of his advisory role, he is an agent for Pre-Paid Legal Services, Inc. Guardian Life’s Park Avenue® Wealth Management subsidiary offers brokerage and investment advisory services to individuals, corporations, and charitable organizations. The firm provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Jeffrey P

Series 63, Series 66

Saint Louis, MO

Guardian Life

Jeffrey Plummer is a financial advisor with Guardian Life in Saint Louis, MO, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. He has been with Guardian Life and its related entities since 2000 and is also affiliated with Park Avenue Securities. Outside of his advisory work, he serves as Co-Chair of the Advisory Board for The Dublin Christian Academy Endowment in New Hampshire. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals—including high-net-worth clients—as well as corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management, model-based strategies, financial planning, and digital advisory solutions tailored to client needs.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Adam G

Series 66

Saint Louis, MO

Guardian Life

Adam Gimbel is a financial advisor with Guardian Life in Saint Louis, MO, holding a Series 66 designation and four years of industry experience. He has worked with Guardian Life since 2022 and has prior experience at Raymond James Financial and LPL Financial. Outside of his work with Guardian, he also acts as an independent broker selling insurance products. Guardian Life’s Park Avenue Securities LLC provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers access to proprietary and third-party advisory solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Nawar A

Series 63, Series 66

Saint Louis, MO

Guardian Life

Nawar Alhariri is a financial advisor with Guardian Life in Saint Louis, MO, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Citigroup, NYLIFE Securities, New York Life Insurance Co., and Stifel. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals, corporations, retirement plan sponsors, and nonprofits. The firm employs a combination of advisor-led discretionary management and model-based strategies, with access to proprietary wrap programs, third-party advisory solutions, and a digital advisory platform.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Lukas N

Series 66

Saint Louis, MO

Guardian Life

Lukas Noll is a Series 66-licensed financial advisor with four years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and advisory solutions, including discretionary management and model-based strategies through proprietary and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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John M

Series 63, Series 66

Saint Louis, MO

Guardian Life

John Marino is a financial advisor with Guardian Life in Saint Louis, MO, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and LPL Financial. Outside of advisory work, he is appointed with United Health Care to write individual health insurance policies. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, retirement plans, and organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary wrap programs, alternative investments, and specialized financial planning solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Blake G

Series 66

Saint Louis, MO

Guardian Life

Blake Geisler is a financial advisor at Guardian Life with a Series 66 designation and one year of experience. His career includes roles outside finance, such as working at Napoli Bros Pizza and Pasta and Mi Lupita. He was also employed by the Rockwood School District for 13 years. Guardian Life’s Park Avenue® Wealth Management offers brokerage and advisory services to individuals, businesses, and charitable organizations, combining advisor-led discretionary management with model-based strategies and digital solutions tailored to client needs.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Garrett M

Series 66

Saint Louis, MO

Guardian Life

Garrett McMillan is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 credential and 15 years of industry experience. He serves as Vice President of TRIAD Wealth, a Missouri-based business registration. McMillan’s career includes continuous service at Park Avenue Securities and Guardian Life since 2011. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a mix of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, along with access to insurance products and alternative investments.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
user avatar

Ryan R

Series 63, Series 65

Saint Louis, MO

Guardian Life

Ryan Robinson is a financial advisor with Guardian Life and holds Series 63 and Series 65 designations. He has four years of industry experience and has previously worked at Edward Jones and MML Investors Services. Ryan is based in Saint Louis, MO. Guardian Life’s subsidiary, Park Avenue Securities, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, alongside access to proprietary wrap programs, third-party advisory solutions, and a digital advisory platform.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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