Lee Parker is a financial advisor with Primerica Advisors in Columbia, SC, holding Series 65 and Series 63 licenses and eight years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 2018, and concurrently with William F Bodie CPA PA since 2013. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets through a model-driven investment approach supported by third-party asset managers and custodians.

Carolyn Mendelssohn Drake is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Primerica Advisors since 1995 and has worked with Primerica Financial Services since 1987. In addition to her advisory role, she is involved in the sale of investment-related products and receives compensation for referrals of home security, automation, and other home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers, uses a tiered wrap fee structure, and delegates trading responsibilities to BNY Mellon Advisors.