Spokane, WA Office

Team
Updated today
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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

16201 E Indiana Avenue, Suite 2550

Spokane WA 99216

Advisors at this office

2

Advisors at this office

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Reid W

CFP®, ChFC®, Series 63

Spokane, WA

Guardian Life

Reid White is a financial advisor at Guardian Life with eight years of industry experience. He holds the CFP® and ChFC® designations as well as the Series 63 license. Prior to joining Guardian Life in 2025, he worked at Northwestern Mutual from 2017 to 2025. Outside of his advisory role, he operates as an insurance agent providing clients with life, disability, and long-term care insurance as well as fixed annuities. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers access to proprietary programs, third-party advisory solutions, and integrated lending options.

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

Julian S

Series 66

Spokane, WA

Guardian Life

Julian Stewart is a Series 66-licensed financial advisor with Guardian Life, based in Spokane, WA, and has three years of industry experience. He previously worked at Edward Jones for three years and has experience in other fields including healthcare and fitness. Stewart serves as a board member of the Tamarack Center in Spokane, where he participates in monthly meetings addressing a range of organizational matters. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individual, corporate, retirement, and charitable clients. The firm combines advisor-led discretionary management with model-based strategies and provides a range of financial planning, consulting, and educational services tailored to client needs.

College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance Retirement income strategy General retirement planning Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
View complete list of advisors at this office
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