Stephen Davis, national sales manager for Guardian Retirement Solutions, says the new appointments should help Guardian expand its reach across the registered investment adviser (RIA), broker/dealer and specialist benefits broker markets. Guardian is pushing especially hard for growth in the micro- to small-plan segment, Davis adds.
Promotions within the firm include Jack Curtis, Lucio Giliberti, Norbert Naths, Bryan Rouse, Terry Terry and George Webb. Each becomes a regional vice president of retirement plan sales.
Curtis brings over 10 years of financial services experience to his new role. Most recently, Curtis served as a senior regional retirement representative with Guardian. Formerly a wealth management adviser for Merrill Lynch & Co., Curtis holds a bachelor’s degree in English from University of Massachusetts, as well as Series 6 and 63 licenses from the Financial Industry Regulatory Authority (FINRA).
Giliberti has over 25 years of working experience that includes stints at Stadion Money Management, United Jersey Bank, Paine Webber and Oppenheimer Funds. He earned a bachelor’s degree in business administration from Ramapo College and holds FINRA Series 6, 63 and Life licenses.
Naths brings over 19 years of industry experience to Guardian as a retirement manager, and was previously a regional sales director at Great-West Retirement Services. Naths has a bachelor’s degree in finance from Lehigh University and is FINRA Series 7, 63, 65 and 66 licensed.
Rouse brings over four years of specialization in the retirement marketplace, including experience as a member of the Guardian Retirement Solutions internal sales team. He holds a degree in marketing communications and entrepreneurship from Emerson College and is FINRA Series 7 and 63 licensed.
Terry Terry rejoins Guardian with more than 25 years of experience in financial services. She earned a degree in marketing and business administration from Franklin University and is FINRA Series 6 and 66 licensed.
Webb has 12 years of industry experience and has previous experience as regional vice president in qualified plans at Security Benefit. He holds a bachelor’s degree from Towson University and an M.B.A. from Baker University. Webb is FINRA Series 6 and 63 licensed.