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Rebekah W

Series 63, Series 65

Belfair, WA

Primerica Advisors

Rebekah Williamson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. Her work history includes roles at PFS Investments Inc. and Primerica Financial Services, among other positions. She is also involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors as well as corporate and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and offers a range of portfolio management options with a focus on individual—not institutional—clients.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Stephanie D

Series 63, Series 65

Belfair, WA

Primerica Advisors

Stephanie Dormann is a financial advisor with Primerica Advisors in Belfair, WA, holding Series 63 and Series 65 credentials and 26 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1999. Dormann serves as a board member and treasurer for The Hub Senior Center, a nonprofit organization. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Janelle P

Series 63, Series 65

Belfair, WA

Primerica Advisors

Janelle Pruett is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. She has been with Primerica Advisors since 2019 and has worked with Primerica Financial Services since 2018. Outside of her advisory role, she operates a part-time house cleaning business and manages Diamond Dust Farm in Belfair, Washington. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses third-party asset managers and delivers services under a tiered wrap-fee structure.

ESG / Sustainable investing Tax-loss harvesting Income planning
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