Wall, NJ Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$18,509,516,941
ClientsTotal clients
80,267
AdvisorsAdvisors at this office
28
Of 1,910 advisors across 510 offices
Location
2111 Rt 34 South, Suite 100
Wall NJ 07719
Advisors at this office
28
Advisors at this office
David S
Series 63, Series 66
Wall, NJ
Guardian Life
David Suckey is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 25 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance since 1999. Outside of his advisory work, he is a passive investor in several Jersey Mike’s sub shops in North Lake, Texas. Park Avenue Securities LLC serves a broad retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm offers proprietary and third-party investment programs and a digital advice platform, managing approximately $15 billion in regulatory assets.
Michael R
Series 65, Series 63
Wall, NJ
Guardian Life
Michael Rahbari is a financial advisor with Guardian Life, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Heritage Group of Companies and Prosperity Capital Advisors. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers a range of brokerage and advisory services to individuals, retirement plans, charitable organizations, and corporate clients, combining proprietary and third-party investment strategies with digital advisory solutions.
Phillip D
Series 63, Series 65
Wall, NJ
Guardian Life
Phillip Dambrisi is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance since 2016 and has prior experience with Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. Park Avenue Securities serves a broad retail client base, offering both brokerage and advisory services, including financial planning and retirement-plan consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports a range of account services such as lending solutions and donor-advised funds.
Robert F
Series 63, Series 65
Wall, NJ
Guardian Life
Robert Farrell is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 16 years of industry experience. He has worked primarily with Park Avenue Securities and Guardian Life Insurance Company since 2016. Outside of his advisory role, he serves on the Colts Neck Zoning Board and acts as a FINRA arbitrator, in addition to owning a business consulting firm. Primerica Advisors operates as an enterprise with nearly 2,000 advisors, serving a diverse retail client base through brokerage and advisory services. The firm offers various investment programs and financial planning solutions tailored to individual, charitable, and corporate clients.
Emily Z
CFP®, Series 66
Wall, NJ
Guardian Life
Emily Zeigler is a CFP® with eight years of industry experience, currently affiliated with Primerica Advisors and associated with Park Avenue Securities, Guardian Life Insurance Co of America, and C&A Financial Group since 2017. Prior to her current roles, she worked at Service Works Inc. from 2014 to 2017. She is involved in a non-investment business, Commitment to Excellence LLC, which manages payroll for her assistants. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial and retirement planning. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services including lending solutions and donor-advised funds.
Jessica S
Series 66
Wall, NJ
Guardian Life
Jessica Simpson is a financial advisor with Primerica Advisors, holding a Series 66 designation and eight years of industry experience. She previously worked at RBC Capital Markets LLC for ten years and is currently associated with Guardian Life Insurance Company and Park Avenue Securities. Outside of her advisory role, she serves as the Executive Committee Treasurer of a local yacht club. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm employs a variety of investment strategies through proprietary models, third-party managers, and digital advice platforms, managing approximately $15 billion in regulatory assets under management.
Salvatore G
Series 66
Wall, NJ
Guardian Life
Salvatore Giorgio is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation. He has over three years of industry experience, including five years at Shore Marketing Group and two years with Guardian Life Insurance Company. Prior to his financial services career, he worked at Sheraton Eatontown Hotel for six years. Park Avenue Securities LLC operates as a dually registered broker-dealer and SEC-registered investment adviser, serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement plan consulting, and investment advisory programs.
Oliver E
Series 66
Wall, NJ
Guardian Life
Oliver Eaton is a financial advisor at Guardian Life and Park Avenue Securities with a Series 66 designation. He has one year of experience in the financial services industry and previously worked at Evolution Financial Group. Before entering the financial sector, he spent six years at Trinity Solar and has experience in other industries dating back to 2015. 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 brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs.
Amy S
PFS™, Series 63
Wall, NJ
Guardian Life
Amy Sonstein is a financial advisor with Primerica Advisors, holding the PFS™ and Series 63 credentials and possessing 21 years of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance Company since 2023 and was with Primerica Advisors and Guardian Life Insurance Co of America from 2012 to 2023. Outside of her advisory role, she provides accounting and tax planning services through her consulting firm, is involved in a start-up apparel business as CFO, offers Reiki healing sessions, and serves on the Board of Trustees for Congregation Kol Ami as well as treasurer of the Eastern Boys Wrestling Booster Club. Park Avenue Securities LLC serves a wide range of clients including individuals, high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial and retirement-plan consulting. The firm employs a variety of investment strategies through proprietary and third-party portfolios and supports multiple account-level services such as lending solutions and donor-advised funds.
Eric R
Series 63, Series 66
Wall, NJ
Guardian Life
Eric Rios is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been associated with Park Avenue Securities and Guardian since 2014. Outside of his advisory work, Eric Rios speaks on financial literacy to business owners and finance students using compliance-approved presentations. Park Avenue Securities 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 multiple platforms.
Patrick K
CFP®, Series 66
Wall, NJ
Guardian Life
Patrick Kenny is a CFP® with 18 years of experience in the financial services industry. He is affiliated with Primerica Advisors and has worked at Park Avenue Securities and Guardian Life for over a decade. Outside of his advisory role, Kenny officiates lacrosse games. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services, financial planning, and consulting. The firm utilizes a range of proprietary and third-party investment strategies and supports various account-level services including lending solutions and charitable giving options.
Alexander T
Series 63, Series 65
Wall, NJ
Guardian Life
Alexander Tragnitz is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors and Guardian Life Insurance Co since 2015. Outside of his advisory role, he assists clients and others with tax preparation and serves on the golf committee of CPC Behavioral Healthcare, a nonprofit organization. Primerica Advisors operates under Park Avenue Securities LLC, serving a diverse retail client base with both brokerage and advisory services. The firm offers multiple proprietary and third-party investment programs, including discretionary and non-discretionary management, and provides financial planning, retirement-plan consulting, and business consulting services.
Peter C
Series 63, Series 65
Wall, NJ
Guardian Life
Peter Congilose is a financial advisor at Guardian Life with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Guardian Life and its affiliates since 1991, including a decade at Park Avenue Securities. He also operates Congilose & Associates, a business active since 1983. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships using a variety of model portfolios and proprietary digital solutions.
Megan S
Series 66
Wall, NJ
Guardian Life
Megan Schneider is a financial advisor with Primerica Advisors, holding a Series 66 designation and eight years of industry experience. She has worked at Park Avenue Securities LLC since 2021 and previously at Guardian Life Insurance Company of America and LPL Financial, LLC. 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 model portfolios, third-party managers, and a digital advice platform.
John S
ChFC®, Series 63
Wall, NJ
Guardian Life
John Spottke is a ChFC® credentialed advisor with 39 years of industry experience. He is currently affiliated with Park Avenue Securities and Guardian Life Insurance, and previously worked at Primerica Advisors and Mass Mutual Life Insurance Company. Outside of his advisory work, he serves as Director Emeritus and Chairman of the annual golf outing for the Jersey Shore Chamber of Commerce. Park Avenue Securities serves a broad retail client base including individual and high-net-worth investors, offering both brokerage and fee-based advisory services with a variety of proprietary and third-party investment programs.
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