Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
33 years
Location
Cove City, NC 28523
Primerica Advisors
Institution
Tracy Monk is a financial advisor with Primerica Advisors in Cove City, NC, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. She has been with Primerica Advisors since 1993 and with Primerica Financial Services since 1992. In addition to advising, Monk receives compensation for referrals related to home security, automation products, and other home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, with a focus on model-driven investment strategies managed by third-party asset managers. The firm operates at scale with thousands of advisors and offices, managing approximately $15.5 billion in assets under management.
Based on Primerica Advisors
$0 - $250,000: 1.74% (1.25% Advisory Fee + 0.49% Program Fee) $250,000.01 - $500,000: 1.71% (1.25% Advisory Fee + 0.46% Program Fee) $500,000.01 - $1,000,000: 1.52% (1.10% Advisory Fee + 0.42% Program Fee) $1,000,000.01 - $3,000,000: 1.38% (1.00% Advisory Fee + 0.38% Program Fee) $3,000,000.01 - $5,000,000: 1.15% (0.85% Advisory Fee + 0.30% Program Fee) $5,000,000.01 - $10,000,000: 1.00% (0.80% Advisory Fee + 0.20% Program Fee) $10,000,000.01+: 0.85% (0.75% Advisory Fee + 0.10% Program Fee)
Account minimum: $25,000
Cove City, NC
202 W Sunset Blvd
Cove City NC 28523
Advisors at this office
2
North Carolina
33 years of industry experience
Primerica Advisors
1993 - Present • 33 years
Cove City, NC
Primerica Financial Services
1992 - Present • 34 years
Cove City, NC
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®, Series 65
New Bern, NC
Bluesky Wealth Advisors, LLC
David Blain is a CFA® charterholder and holds a Series 65 license, with 22 years of experience in the financial advisory industry. He has been with BlueSky Wealth Advisors, LLC (formerly D.L. BLAIN & CO., LLC) since 1999. Outside of his advisory work, he owns Swift Creek Plantation LLC, a real estate holding and development company in New Bern, NC. BlueSky Wealth Advisors primarily serves individual clients, including high-net-worth individuals, as well as trusts, estates, and business entities. The firm manages approximately $850 million in discretionary client assets and focuses on strategic asset allocation with an emphasis on low-cost, tax-efficient investments, complemented by selective use of active managers.
PFS™, Series 65
New Bern, NC
Bluesky Wealth Advisors, LLC
Christie Bonacci is a financial advisor at BlueSky Wealth Advisors, LLC with six years of industry experience. She holds the PFS™ and Series 65 credentials. Prior to joining BlueSky in 2019, Christie worked at Deloitte & Touche, LLC and Marc Jessup Insurance Services. She is also an adjunct professor at UNC Kenan-Flagler Business School, where she teaches audit and assurance. BlueSky Wealth Advisors provides comprehensive financial planning and discretionary investment management primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, and business entities. The firm manages approximately $850 million in discretionary client assets and employs a strategic asset allocation approach with a focus on low-cost, tax-efficient investments.
CFP®, Series 66, Series 65
New Bern, NC
Bluesky Wealth Advisors, LLC
John Staton is a CFP® with two years of experience in financial advising, currently with BlueSky Wealth Advisors, LLC. Prior to joining BlueSky, he worked at Equitable Advisors and held various roles including a 12-year tenure with the United States Navy, Naval Special Warfare. BlueSky Wealth Advisors serves individual and high-net-worth clients, as well as institutional and trust entities, providing comprehensive financial planning, discretionary investment management, and select tax preparation services. The firm manages over $1 billion in client assets, emphasizing strategic asset allocation with a focus on low-cost, tax-aware, primarily passive strategies supplemented by selected active managers.
PFS™, Series 65
New Bern, NC
Bluesky Wealth Advisors, LLC
Tara Hughes is a financial advisor at Bluesky Wealth Advisors, LLC with 10 years of industry experience. She holds the PFS™ designation and Series 65 license. Prior to joining Bluesky Wealth Advisors in 2022, she worked at The Epiphany School of Global Studies and Altrius Capital Management. Bluesky Wealth Advisors serves individual clients, including high-net-worth individuals, as well as trusts, estates, and business entities, managing approximately $850 million in discretionary client assets. The firm emphasizes strategic asset allocation with a focus on low-cost, tax-efficient investments and offers comprehensive financial planning alongside discretionary investment management.
Series 65
New Bern, NC
Bluesky Wealth Advisors, LLC
John Nelson is a financial advisor with Bluesky Wealth Advisors, LLC in New Bern, NC. He holds a Series 65 credential and has one year of industry experience. Prior to joining Bluesky, he was affiliated with the firm since 2025 and attended East Carolina University from 2022 to 2026. Bluesky Wealth Advisors serves individual and high-net-worth clients, as well as institutional and trust entities, offering comprehensive financial planning, discretionary investment management, and select tax preparation services. The firm manages over $1 billion in discretionary assets, employing a strategy that emphasizes strategic asset allocation with a focus on low-cost, tax-aware, primarily passive investments supplemented by active managers and model portfolios.
Series 65
New Bern, NC
Bluesky Wealth Advisors, LLC
Ayasha Jones is a financial advisor at Bluesky Wealth Advisors, LLC in New Bern, NC, holding a Series 65 designation with seven years of industry experience. She has been with Bluesky Wealth Advisors since 2015. Bluesky Wealth Advisors provides advisory services primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, and business entities. The firm manages approximately $850 million in discretionary client assets and offers comprehensive financial planning, discretionary investment management, and select tax preparation services.
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