Tampa, FL W Cypress Street Office

Team
Updated today

Client AUM

$18,509,516,941

Clients

80,267

Advisors

32

Of 1,910 advisors across 510 offices

Location

4200 W Cypress Street, Suite 700

Tampa FL 33607

Advisors at this office

32

Advisors at this office

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Steven P

Series 66

Tampa, FL

Guardian Life

Steven Parisi is a financial advisor at Primerica Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Guardian Life Insurance, Park Avenue Securities, Westshore Financial, and self-employment. He is also the owner and managing partner of Gasparilla Financial LLC, a DBA related to his Guardian/PAS business. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

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

Series 63, Series 65

Tampa, FL

Guardian Life

Kenneth Carmickle is a financial advisor at Primerica Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MassMutual Investors Services, MassMutual Life Insurance Company, and First Command Advisory Services. Outside of his advisory role, he is involved as a broker selling insurance products beyond those offered through Guardian. 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 proprietary and third-party investment programs, financial planning, and consulting services, managing approximately $15 billion in regulatory assets.

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

Series 66

Tampa, FL

Guardian Life

Christian Garrido is a financial advisor with Guardian Life and holds a Series 66 designation. He has 11 years of industry experience and has worked extensively with Park Avenue Securities and Guardian Life. In addition to his advisory role, he is also an author. 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, pension plans, charitable organizations, and corporate clients. The firm offers a range of advisory programs, including discretionary and non-discretionary model portfolios and a hybrid digital advisory solution.

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

Series 66

Tampa, FL

Guardian Life

Michael Palios is a Series 66-licensed financial advisor with Primerica Advisors in Tampa, FL, with 15 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2010. Outside of his advisory role, he serves as a co-advisor for a church youth group. Primerica Advisors is part of a large enterprise serving a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a range of proprietary and third-party investment strategies and platforms.

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

CFP®, Series 66

Tampa, FL

Guardian Life

James Higginbotham III is a CFP® with 16 years of experience, currently affiliated with Primerica Advisors in Tampa, FL. He has worked at Guardian Life Insurance Company and Park Avenue Securities since 2015. Outside of his advisory role, he serves as an elder at Westtown Church. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing proprietary and third-party investment strategies across various programs and platforms.

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

Series 65, Series 63

Tampa, FL

Guardian Life

Robert Hudson is a financial advisor with Guardian Life and Park Avenue Securities in Tampa, FL, holding Series 65 and Series 63 licenses. He has 11 years of industry experience, working at Park Avenue Securities since 2015 and with Guardian Life since 2012. Hudson serves as the secretary of a BNI Leadership Team, a role unrelated to his investment activities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser owned by The Guardian Life Insurance Company of America. The firm offers brokerage services, financial planning, and advisory programs to individuals, retirement plans, charitable organizations, and corporate clients.

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

Series 66

Tampa, FL

Guardian Life

David Duquette is a financial advisor with Primerica Advisors based in Odessa, FL, holding a Series 66 designation and 11 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2014. Outside of his advisory role, he is involved with DHAPPS, LLC. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various asset classes and account structures.

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

Series 63, Series 66

Tampa, FL

Guardian Life

Therese Frances Cutter is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 66 designations and possessing 32 years of industry experience. She has been with Primerica Advisors since 1999 and also maintains a longstanding association with Guardian Life Insurance Company since 1990. Outside of her advisory work, she serves as Co-Chair of the Floridian Club. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services with a range of proprietary and third-party investment programs and provides account-level services such as lending solutions and donor-advised fund options.

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

Series 66

Tampa, FL

Guardian Life

Angelica Rosenstein is a financial advisor with Primerica Advisors and holds a Series 66 designation. She has five years of industry experience and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, Bank of America, Merrill, and Wells Fargo Bank. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing a mix of proprietary and third-party investment strategies.

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

Series 63, Series 65

Tampa, FL

Guardian Life

Cameron Fiorello is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has experience working at Park Avenue Securities, Guardian Life Insurance Company, and Westshore Financial Group, among others. Outside of his advisory role, Cameron is involved in buying and selling sports cards and premium sneakers. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies, and provides financial planning, retirement-plan consulting, and business consulting.

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

Series 63, Series 65

Tampa, FL

Guardian Life

Donald Marsee II is a financial advisor at Guardian Life with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2006. Outside of his advisory role, he serves as executor and power of attorney for his parents' estate. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, retirement consulting, and a variety of investment advisory programs, including discretionary and non-discretionary models from in-house and third-party managers.

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

Series 66

Tampa, FL

Guardian Life

Joshua Kreshon is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has six years of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he serves as successor trustee to his parents' estate. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services, financial planning, and retirement-plan consulting. The firm uses a combination of proprietary model portfolios, third-party investment managers, and digital advice solutions to support clients across various account types.

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

Series 66, Series 63

Tampa, FL

Guardian Life

Bronson Mehlman is a financial advisor at Guardian Life and Park Avenue Securities LLC with one year of industry experience. He holds Series 63 and Series 66 licenses. His background includes a variety of roles before entering the financial advisory field. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by offering brokerage services, financial planning, retirement plan consulting, and investment advisory programs.

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

Series 66

Tampa, FL

Guardian Life

Jacob Bloch is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life, holding a Series 66 designation and one year of industry experience. Before entering the financial industry, he was involved in fitness entrepreneurship as the owner of CR Fitness LLC and served six years in the United States Army Reserves. Park Avenue Securities offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients, combining proprietary and third-party strategies.

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

Series 66

Tampa, FL

Guardian Life

James Talley III is a Series 66-licensed advisor with Primerica Advisors, based in Lithia, FL, and has three years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, and Westshore Financial Group. He is also involved with Talley Capital, LLC, an investment-related business. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party managers and supports various account-level services, including lending solutions and donor-advised fund options.

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