Park Avenue Financial Advisors LLC was started during the recession of 1991. Over the past 29 years, the firm has grown and now serves over 300 investment and insurance clients and manages over $100 million in client assets.
We work with you to understand the future you want and provide you with personal attention you can trust.
Solutions are tailored to meet your individual needs; whether it be investment management, financial planning or financial coaching.
Randy is an industry veteran with over thirty years of experience working in the financial and wealth management arena. While he has a broad range of clients, his focus is on helping retirees and women maintain their independence and small businesses pursue their goals.
He started his career in the early 1980’s as a pension consultant and attorney for Consulting Actuaries International, Inc. and Companion Life Insurance Company respectively. He further honed his skills as Director of Financial Planning and a founding member of Fifth Avenue Financial Group in New York City. Later, he joined Mutual Benefit Financial Services Company as Vice President of Sales and Marketing. In 1991, he started his own financial advisory firm, Park Avenue Financial Advisors, LLC.
Randy holds a B.A. in both Communications and Psychology from the State University of New York at Albany where he graduated Magna Cum Laude. He also holds a Juris Doctor Degree from the State University of New York at Buffalo. He was admitted to the New York Bar as a practicing attorney in 1979.
His professional credentials include a Juris Doctor Degree, Series 7 and Series 63 registrations and New York Life & Health Insurance License.
When not serving his clients, Randy is a dedicated family man who enjoys quality time and living life with his wife, children and grandson. He loves traveling and experiencing the customs, scenery and cuisines of the world.
Stephanie specializes in helping women clients and the younger generations prepare for their future. After spending 13 years in the financial services industry, she decided to become a financial advisor to work with these often overlooked clients.
She started her career at UBS Financial Services in their Private Wealth Management office helping to select investments for clients. Afterwards she joined the New York Life Insurance Company where she started in sales and progressed to becoming Head of Product Strategy for Eagle Strategies, LLC., the Registered Investment Advisor (RIA) of New York Life. Before joining Park Avenue Financial Advisors, LLC., she was Head of Global Liquidity and Fixed Income Product Marketing at Morgan Stanley Investment Management.
Stephanie holds a B.S. in Finance and Marketing from New York University’s Leonard N. Stern School of Business with a Certificate in Entertainment, Media and Technology. Her professional credentials include Series 7 and Series 63 registrations. She has also passed Level II of the Chartered Financial Analyst (CFA)® program.
When not serving her clients, she is engaged in a diverse variety of hobbies from NFL football to taking classes in fashion design at FIT. She also enjoys traveling with her husband.