Matthew Lee Willig

Current Employers

Employment History

• 11/2004 → Present
  Guardian Life Insurance Company Of America
  Cincinnati, OH
• 04/2011 → Present
  Park Avenue Securities Llc
  Cincinnati, OH
• 06/2024 → Present
  Guardian Life Insurance Company
  Fort Thomas, KY
• 06/2024 → Present
  Park Avenue Securities
  Fort Thomas, KY

Other Businesses

1. Products other than Guardian Sold three disability policies with Petersen International/Lloyd's. Start: 01/01/2006 Address: 419 Plum Street Cincinnati, OH 45202 1 bus hr per month Investment related 2. UK Alumni BOD Northern Kentucky / Greater Cincinnati University of Kentucky Alumni Association Start: 08/15/2007 Address: 419 Plum Street Cincinnati, OH 45202 2 non bus hrs per month Not investment related 3. Estate Planning Document Preparation I will occasionally assist in the preparation of estate planning documents for clients. These documents will consist of Simple Wills and Healthcare Directives. Start: 09/01/2016 Address: 419 Plum Street Cincinnati, OH 45202 1 bus hr per month Not investment related 4. Cincinnati Marlins Board of Directors, Start: 9/29/2025, Nature: Swim Team Organization, Address: 616 W. North Bend Rd. Cincinnati, OH 45224, Duties: Meet once a month to discuss & plan activities for families and swimmers, discuss the budget and the overall operations of the team. I will occasionally help with a boosters drive for fundraising, 2 total hrs/month; 0 during securities trading hours, Not investment related,

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-11-17
• S63 Uniform Securities Agent State Law Examination
  2011-08-19

Other Names

• Matthew Lee Willig
• Matthew L Willig