Wall, NJ 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

2111 Rt 34 South, Suite 100

Wall NJ 07719

Advisors at this office

28

Advisors at this office

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David S

Series 63, Series 66

Wall, NJ

Guardian Life

David Suckey is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with both firms since 2016. Outside of advising, he is a passive investor in three Jersey Mike’s sandwich shops in North Lake, Texas. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm provides customized client solutions through advisor-led discretionary management, model-based strategies, and various 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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Michael R

Series 63, Series 65

Wall, NJ

Guardian Life

Michael Rahbari is a financial advisor at Guardian Life with Series 63 and Series 65 credentials and four years of industry experience. He has worked at Guardian Life since 2023 and previously at Heritage Group of Companies and Prosperity Capital Advisors. Guardian Life, through its subsidiary Park Avenue Securities LLC and the Park Avenue® Wealth Management brand, 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 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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Phillip D

Series 63, Series 65

Wall, NJ

Guardian Life

Phillip Dambrisi is a financial advisor at Guardian Life with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Park Avenue Securities and Guardian Life since 2016, following a prior role at Hornor, Townsend & Kent, LLC. Park Avenue Securities LLC, a wholly owned 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 advisor-led discretionary management alongside model-based strategies, combining proprietary programs with third-party platforms and customized client 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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Robert F

Series 63, Series 65

Wall, NJ

Guardian Life

Robert Farrell is a financial advisor with Guardian Life and holds Series 63 and Series 65 credentials. He has 17 years of industry experience, including prior work at Morgan Stanley and Park Avenue Securities. Outside of his advisory role, Farrell serves on the Colts Neck Zoning Board and acts as a FINRA arbitrator, in addition to managing a business planning and management advisory firm. Guardian Life’s subsidiary Park Avenue Securities provides brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment 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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Emily Z

CFP®, Series 66

Wall, NJ

Guardian Life

Emily Zeigler is a CFP® professional with nine years of experience working at Guardian Life and its subsidiary Park Avenue Securities, LLC. She previously worked at Service Works Inc. for three years. She is involved with Commitment to Excellence LLC, managing payroll for assistants. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individual, corporate, and institutional clients through advisory and brokerage services. The firm combines advisor-driven management and model-based strategies, offering tailored financial planning and access to proprietary and third-party investment 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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Jessica S

Series 66

Wall, NJ

Guardian Life

Jessica Simpson is a financial advisor at Guardian Life with eight years of industry experience. She holds the Series 66 designation and previously worked for RBC Capital Markets LLC for ten years. She serves as Executive Committee Treasurer of a local yacht club. Jessica is affiliated with Park Avenue Securities LLC, a subsidiary of Guardian Life, which provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment solutions, combining advisor-led discretionary management with model-based strategies and digital advisory 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
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Salvatore G

Series 66

Wall, NJ

Guardian Life

Salvatore Giorgio is a financial advisor with Guardian Life and holds the Series 66 designation. He has been with Guardian Life since 2024 and has prior experience at Shore Marketing Group, Park Avenue Securities, and other roles before entering the financial industry. He works at Park Avenue® Wealth Management, a subsidiary of Guardian Life, which provides brokerage and advisory services to individual and institutional clients, offering a range of financial planning and investment management solutions that include both advisor-led discretionary management and model-based strategies.

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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Oliver E

Series 66

Wall, NJ

Guardian Life

Oliver Eaton is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation. He has one year of industry experience, with prior roles at Evolution Financial Group and six years at Trinity Solar. Park Avenue Securities LLC, 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 combines advisor-led discretionary management with model-based strategies and offers clients tailored financial planning, education, and access to proprietary and third-party advisory 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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Amy S

PFS™, Series 63

Wall, NJ

Guardian Life

Amy Sonstein is a financial advisor at Guardian Life with 22 years of industry experience. She holds a PFS™ designation and a Series 63 license. Her career includes extended tenures at Guardian Life beginning in 2012 and more recently at Park Avenue Securities since 2023. Outside of her advisory role, she is involved in multiple ventures including accounting and tax consulting through Sonstein Consulting Services, participation as CFO in a startup apparel business, and offering Reiki healing sessions. Sonstein also serves on the Board of Trustees at Congregation Kol Ami and acts as treasurer for the Eastern Boys Wrestling Booster Club. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a wholly owned subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, institutions, and charitable organizations. The firm employs both advisor-led discretionary management and model-based strategies, offering a range of financial planning, consulting, and proprietary investment programs tailored to client needs.

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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Eric R

Series 63, Series 66

Wall, NJ

Guardian Life

Eric Rios is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with both firms since 2014. In addition to his advisory work, Rios is a guest speaker on financial literacy, delivering presentations to business owners and finance students. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary 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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Patrick K

CFP®, Series 66

Wall, NJ

Guardian Life

Patrick Kenny is a CFP® with 19 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. He has worked at these firms since 2016. Outside of his advisory role, he officiates lacrosse games. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses with a range of brokerage and investment advisory services. The firm combines advisor-led discretionary management and model-based strategies, offering financial planning, ongoing consulting, and access to proprietary and third-party investment 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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Alexander T

Series 63, Series 65

Wall, NJ

Guardian Life

Alexander Tragnitz is a financial advisor at Guardian Life with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Guardian Life since 2015. Outside of his advisory role, he provides tax preparation services and serves on the CPC Behavioral Healthcare Golf Committee, a nonprofit organization. Guardian Life, through its subsidiary Park Avenue® Wealth Management, 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, proprietary programs, and third-party platforms to deliver tailored client 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
user avatar

Peter C

Series 63, Series 65

Wall, NJ

Guardian Life

Peter Congilose is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been associated with Park Avenue Securities and Guardian Life since 2016 and founded Congilose & Associates in 1983, where he continues to practice. Park Avenue Securities, 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 and provides access to insurance products, alternative investments, integrated lending options, and digital advisory 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
user avatar

Megan S

Series 66

Wall, NJ

Guardian Life

Megan Schneider is a financial advisor with Guardian Life and holds a Series 66 designation. She has eight years of industry experience, including roles at LPL Financial and Park Avenue Securities. Schneider is currently based in Wall, NJ. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, businesses, and charitable organizations, offering a range of financial planning and investment management solutions through both advisor-led and model-based strategies.

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 S

ChFC®, Series 63

Wall, NJ

Guardian Life

John Spottke is a financial advisor at Guardian Life with 39 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Mass Mutual Life Insurance Company since 1986 and at Park Avenue Securities since 2016. Outside of his advisory role, he serves as Director Emeritus and Chairman of the Annual Golf Outing for the Jersey Shore Chamber of Commerce. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through a mix of advisor-led discretionary management, model-based strategies, and digital advisory 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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