Tallahassee, FL Summit Lake Drive Office

Team
Updated today

Client AUM

$18,509,516,941

Clients

80,267

Advisors

8

Of 1,910 advisors across 510 offices

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 65, Series 63

Tallahassee, FL

Guardian Life

Eric Luallen is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 14 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 financial services, Luallen is a sports personality who broadcasts Florida State University baseball and basketball games. Park Avenue Securities, a subsidiary of Guardian Life, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs, offering both discretionary and non-discretionary advisory relationships.

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

Series 63, Series 65

Tallahassee, FL

Guardian Life

April Schoen is a financial advisor with Primerica Advisors in Tallahassee, FL, holding Series 63 and Series 65 licenses and with 13 years of industry experience. She has worked with Park Avenue Securities and Guardian Life Insurance Company since 2014. Outside of advisory work, she conducts speaking engagements on retirement planning topics such as Social Security and Medicare. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial and retirement planning. The firm uses a combination of proprietary and third-party investment strategies, including discretionary and non-discretionary account management.

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

ChFC®, Series 63, Series 65

Tallahassee, FL

Guardian Life

John Curry is a financial advisor with Primerica Advisors in Tallahassee, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 45 years of industry experience, including over 27 years with Primerica Advisors and a concurrent relationship with Guardian Life Insurance Co. since 1990. Outside of his advisory work, he develops and markets educational materials and proprietary planning processes, and he occasionally speaks at industry events. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers a range of investment strategies through proprietary models, third-party managers, and digital advice platforms, supporting various account types and financial planning needs.

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

Series 63, Series 65

Tallahassee, FL

Guardian Life

Suzan Hunter is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has been with Guardian Life and Park Avenue Securities since 2014. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement consulting, and various investment advisory programs.

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

Series 63

Tallahassee, FL

Guardian Life

Christopher Roussel is a financial advisor at Primerica Advisors with 21 years of industry experience. He holds a Series 63 designation and has been with Primerica Advisors and Guardian Life Insurance Co of America since 2012. Roussel is involved in multiple business ventures related to investment services, including general agency roles and management of several LLCs. Primerica Advisors serves a broad retail client base, offering brokerage and advisory services, financial planning, and business consulting. The firm utilizes proprietary and third-party investment strategies and supports a range of account types with discretionary and non-discretionary management options.

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

Series 63, Series 65

Tallahassee, FL

Guardian Life

Robert Stuyverson is a financial advisor with Primerica Advisors based in Tallahassee, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company of America since 2005. Stuyverson serves as a board member of Elder Care Services. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, offering brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party managers and supports various account-level services such as lending solutions and donor-advised funds.

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

Series 63, Series 65

Tallahassee, FL

Guardian Life

Edmond Bradberry Jr. is a financial advisor with Primerica Advisors in Tallahassee, FL, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Primerica Advisors since 1999 and concurrently associated with Guardian Life Insurance Company since 1997. He serves as a director of his local homeowners association. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services, financial planning, and consulting. The firm employs proprietary and third-party investment strategies across multiple program options, managing approximately $15 billion in regulatory assets under management.

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

Series 66

Tallahassee, FL

Guardian Life

Timothy Majors is a financial advisor with Primerica Advisors in Tallahassee, FL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance Company, as well as experience in real estate and insurance. He also serves as a durable power of attorney for his wife. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting. The firm manages approximately $15 billion in assets and supports a range of investment strategies, including discretionary and non-discretionary account management.

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