Tallahassee, FL Summit Lake Drive 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

1700 Summit Lake Drive, Suite 200

Tallahassee FL 32317

Advisors at this office

8

Advisors at this office

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Eric L

Series 63, Series 65

Tallahassee, FL

Guardian Life

Eric Luallen is a financial advisor with Guardian Life and Park Avenue Securities in Tallahassee, FL, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2011 and has been self-employed since 2003. Outside of finance, he is a sports broadcaster for Florida State University baseball and basketball games. Park Avenue Securities, a 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 tailored client relationships through a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party 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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April S

Series 63, Series 65

Tallahassee, FL

Guardian Life

April Schoen is a financial advisor with Guardian Life and holds the Series 63 and Series 65 licenses. She has 14 years of industry experience and has worked with Park Avenue Securities and Guardian Life since 2014. In addition to her advisory role, she engages in compensated speaking engagements on retirement planning topics and serves as a Durable Power of Attorney and Successor Trustee. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a 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 consulting services, combining advisor-led management with 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 C

ChFC®, Series 63, Series 65

Tallahassee, FL

Guardian Life

John Curry is a ChFC®-designated financial advisor with Guardian Life in Tallahassee, FL, where he has worked since 1990, totaling 45 years of industry experience. He has developed proprietary client education tools such as The Secure Retirement Method and engages in speaking events and marketing best practices for financial professionals. He also authors and distributes informational products including books, CDs, and DVDs. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, retirement plans, charitable organizations, and businesses. The firm offers a blend of advisor-led discretionary management and model-based strategies, 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
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Suzan H

Series 63, Series 65

Tallahassee, FL

Guardian Life

Suzan Hunter is a financial advisor at Guardian Life with 12 years of industry experience. She holds Series 63 and Series 65 designations and has been affiliated with Guardian Life and its subsidiary Park Avenue Securities since 2014. Outside of her advisory role, she serves as power of attorney for her husband. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, offers brokerage and advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through advisor-led discretionary management, model-based strategies, and a digital advisory platform, combined with access to insurance products and alternative investments through its connection with Guardian Life.

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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Christopher R

Series 63

Tallahassee, FL

Guardian Life

Christopher Roussel is a financial advisor with Guardian Life, holding a Series 63 designation and over 21 years of industry experience. He has been with Guardian Life since 2012. Roussel is involved in several business ventures related to investment management and financial services across multiple locations, including Tallahassee, Tampa, and Mobile. Guardian Life, through its subsidiary Park Avenue Wealth Management, 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, utilizing proprietary programs and third-party platforms to tailor client relationships across various financial planning and consulting services.

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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Robert S

Series 63, Series 65

Tallahassee, FL

Guardian Life

Robert Stuyverson is a financial advisor with Guardian Life in Tallahassee, FL, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company of America since 2005 and previously at PRUCO Securities, LLC from 1986 to 2005. He serves as a board member at Elder Care Services. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers 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, digital advisory solutions, 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
user avatar

Edmond B

Series 63, Series 65

Tallahassee, FL

Guardian Life

Edmond Bradberry Jr. is a financial advisor with Guardian Life in Tallahassee, FL, holding Series 63 and Series 65 licenses. He has 28 years of industry experience and has been with Guardian Life and its insurance company since the late 1990s. He serves as a director of a homeowners association in Crawfordville, FL. 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 offers tailored client relationships through a combination of advisor-led discretionary management, model-based strategies, and digital advisory solutions, 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

Timothy M

Series 66

Tallahassee, FL

Guardian Life

Timothy Majors is a financial advisor with Guardian Life and holds a Series 66 designation. He has five years of industry experience, including time at Park Avenue Securities and Maureen O'Neal Insurance, Inc. Located in Tallahassee, FL, Majors has also worked in real estate and was temporarily unemployed due to cancer treatment. Guardian Life, through its subsidiary Park Avenue Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and investment management solutions, 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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