San Antonio, TX Avenue B Office

Team
Updated today

Client AUM

$18,509,516,941

Clients

80,267

Advisors

2

Of 1,908 advisors across 510 offices

Location

2018 Avenue B, Floor 3

San Antonio TX 78215

Advisors at this office

2

Advisors at this office

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Gerardo R

Series 63, Series 65

San Antonio, TX

Guardian Life

Gerardo Ramirez Jr. is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked at Eagle Strategies and New York Life Insurance Company. Outside of his advisory role, Ramirez is the owner of Burke Material Handling LLC, a heavy machinery company, where he occasionally provides sales training. Park Avenue Securities LLC, operating 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. The firm offers a range of brokerage services, financial planning, retirement plan consulting, and investment advisory programs that include both 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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Pamela W

Series 66

San Antonio, TX

Guardian Life

Pamela Wise is a financial advisor with Guardian Life and holds a Series 66 credential. She has 18 years of industry experience, including roles at Park Avenue Securities and Farmers Insurance. Outside of financial services, she owns Pam's Saucy Spoon, a business specializing in baked goods and pre-made meals. 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. The firm offers brokerage services, financial planning, retirement consulting, and investment advisory programs, 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
View complete list of advisors at this office
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