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.

Mary Wehrle is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked at Primerica Advisors since 2015 and has prior experience at Sloan Delaney PC and Liberty Tax Service. Wehrle has also been associated with UNC Wilmington and Syracuse University in various roles. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.