NEW YORK, July 8, 2014—The Guardian Insurance & Annuity Company, Inc. (GIAC), a wholly-owned subsidiary of The Guardian Life Insurance Company of America, is enhancing its 401(k) national sales team to meet growing market demand with the appointment of six new wholesalers. Jack Curtis, Lucio Giliberti, Norbert Naths, Bryan Rouse, Terry Terry and George Webb join as Regional Vice Presidents of Retirement Plan Sales.
“Guardian is pleased to welcome these accomplished wholesalers to our national sales team. We are expanding our team as we extend our reach across the RIA, broker-dealer and the benefit broker segments to solidify our position as the country’s go-to provider of group retirement products in the micro- to small-plan market,” said Stephen Davis, National Sales Manager of Guardian Retirement Solutions™.
Curtis brings over 10 years of financial services experience, most recently as a Senior Regional Retirement Representative with Guardian. He will directly manage retirement sales in South Texas and Arkansas. Formerly a wealth management adviser for Merrill Lynch & Co., Curtis holds a bachelor’s degree in English from University of Massachusetts, as well as FINRA Series 6 and 63 licenses.
With more than 25 years of industry experience, Giliberti will manage retirement sales in southern New Jersey, Pennsylvania and West Virginia. A former U.S. Marine and Field Artillery Officer, Giliberti previously worked for Stadion Money Management, United Jersey Bank, Paine Webber and Oppenheimer Funds. He earned a Bachelor’s of Science in business administration from Ramapo College and holds FINRA Series 6, 63 and Life licenses.
Naths manages retirement plan sales in Colorado, Utah, Wyoming, Northern Nevada and Idaho (excluding panhandle region). He brings over 19 years of industry experience to Guardian and was previously a Regional Sales Director at Great-West Retirement Services. Naths has a Bachelor’s of Science 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 as a member of the Guardian Retirement Solutions™ internal sales team. Rouse will manage retirement sales in Kentucky, Kansas, Missouri, Tennessee and Cincinnati, Ohio. He holds a degree in Marketing Communications and Entrepreneurship from Emerson College and is FINRA Series 7 and 63 licensed.
Terry rejoins Guardian with more than 25 years of experience in financial services and a recent relocation to Bradenton, Florida.Terry will manage retirement sales in Southern Florida. Previously, Terry served Transamerica as Regional Vice President for Kansas, Nebraska and Kansas City, MO. She earned a degree in marketing and business administration, magna cum laude, from Franklin University and is FINRA Series 6 and 66 licensed.
Webb has 12 years of industry experience and has previous history as Regional Vice President in Qualified Plans at Security Benefit. In his role at Guardian, Webb will be responsible for retirement sales in North Texas, including Dallas, Fort Worth and Austin. He holds a bachelor’s degree from Towson University and M.B.A. from Baker University. Webb is FINRA Series 6 and 63 licensed.
A mutual insurer founded in 1860, The Guardian Life Insurance Company of America (Guardian) and its subsidiaries are committed to protecting individuals, business owners and their employees with life, disability income and dental insurance products, and offer funding vehicles for 401(k) plans, annuities and other financial products. Guardian operates one of the largest dental networks in the United States, and protects more than eight million employees and their families at over 115,000 companies. The company has approximately 5,000 employees in the United States and a network of over 3,000 financial representatives in more than 80 agencies nationwide. For more information about Guardian, please visit www.GuardianLife.com.
The Guardian Advantage® group variable annuity contract and The Guardian Choice® group variable funding agreement are issued by The Guardian Insurance & Annuity Company, Inc. (GIAC), a Delaware corporation whose principal place of business is 7 Hanover Square, New York, NY 10004. GIAC is a wholly owned subsidiary of The Guardian Life Insurance Company of America (Guardian), New York, NY.
Guardian Retirement Solutions™ refers to the administrative support services, including participant recordkeeping as well as marketing, enrollment and educational materials, provided by GIAC in conjunction with the individual and group retirement products issued by GIAC.