Roxanne Curtis Small is a financial advisor with Primerica Advisors in Brooklyn, NY, holding Series 65 and Series 63 licenses and eight years of industry experience. Her work history includes roles at PFS Investments Inc since 2017 and Primerica Financial Services since 2016, with earlier experience in real estate at Victoria Stennett Realty and Century 21 Realty. Primerica Advisors manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients, utilizing model-delivery strategies developed by unaffiliated asset managers and supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

Tania Brice Joshua is a financial advisor with Primerica Advisors in Brooklyn, NY, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has been with Primerica Advisors since 2014 and Primerica Financial Services since 2013. Outside of her advisory role, she co-founded two online boutiques specializing in handmade beauty products and fashion apparel. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm employs a wrap-fee structure and curates third-party asset managers while overseeing portfolio implementation and trade execution.

Tipoko Ouedraogo is a financial advisor with Primerica Advisors in Brooklyn, NY, holding Series 63 and Series 65 designations and five years of industry experience. Prior to joining Primerica Advisors, Ouedraogo worked at Le Pain Quotidien for several years. Outside of advising, they are involved in sales of home security and automation products, as well as loan products through affiliated companies. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-based strategies managed by unaffiliated asset managers and supported by custodial services from Pershing.