By providing advice that is not only at the highest degree of professional standards, but also advice that we would render to ourselves and our families, SWG helps clients create their individual world of financial success.
My mission is to educate, counsel, and guide my clients towards reaching their full financial potential. I seek to empower my clients by allowing them to understand what is being done on their behalf, and to provide them with the proper tools in order to make the critical financial decisions in their own interest.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 3664 Coolidge Ct., Tallahassee, FL 32311.
P. 850-562-9075. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. CA lic #4046349
Strategic Wealth Group Financial is not an affiliate or subsidiary of PAS or Guardian.
Check the background of this investment professional on FINRA’s BrokerCheck.
With over 25 years of experience in the financial industry as a business analyst and supervisor, Bonnie’s expertise and knowledge is of great value to our clients. Her role and mission at SWG is to assist our clients in a timely and personal manner with administrative matters for their financial portfolios.
With a valuable blend of experience in financial services, real estate, and business consulting over two decades, Alexander helps our clients develop well-balanced financial strategies. Based in Arizona, he provides key support to our West Coast and Midwest clients.