Winston Salem, NC Office

Team
Updated today

Client AUM

$18,509,516,941

Clients

80,267

Advisors

4

Of 1,908 advisors across 511 offices

Location

2990 Bethesda Place, Unit 603 D

Winston Salem NC 27103

Advisors at this office

4

Advisors at this office

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Adam W

Series 66

Winston-Salem, NC

Guardian Life

Adam Whicker is a financial advisor at Guardian Life with 13 years of industry experience. He holds a Series 66 designation and has been associated with Park Avenue Securities and Guardian since 2011. Outside of his advisory role, he is involved in selling traditional life insurance. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser owned by The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension 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 S

Series 66

Winston-Salem, NC

Guardian Life

David Satterwhite is a financial advisor with Guardian Life in Winston-Salem, NC, holding a Series 66 designation and 10 years of industry experience. He has been with Guardian Life since 2015. Outside of his advisory role, he has a minority ownership interest in Do The Opposite, LLC, and is involved with Deep Roots WS LLC, an entity focused on investment real estate opportunities. Guardian Life’s Park Avenue Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs using both proprietary and third-party models.

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

ChFC®, Series 63, Series 65

Winston-Salem, NC

Guardian Life

Gerald Haynie is a financial advisor with Guardian Life in Winston-Salem, NC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of industry experience, including 13 years at Guardian Life and over three decades with CP Advisory Services, Inc. Outside of his advisory work, he is involved with G. Scott Haynie & Associates, LLC, which operates a barbecue business. Guardian Life's subsidiary, Park Avenue® Wealth Management, provides brokerage and advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary options, utilizing model portfolios from internal and external managers.

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

Series 63, Series 65

Winston-Salem, NC

Guardian Life

Edwin Hill is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and with 41 years of industry experience. He has been with Guardian Life since 2016 and with Park Avenue Securities since 2022. Outside of his advisory work, Hill operates Golfbetter2day.com, an informational service for amateur golfers that provides instruction, tournaments, and general golf information. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage, financial planning, retirement consulting, and advisory services to individuals, pension plans, charitable organizations, and corporate clients, utilizing both proprietary and third-party investment programs.

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