Deborah Miller is a financial advisor with Primerica Advisors in Roswell, GA, holding Series 63 and Series 65 licenses and with 18 years of industry experience. She has been with Primerica Life since 2007 and serves as chair of the Primerica, Inc. Political Action Committee. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients within a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while maintaining oversight of model offerings.

Danielle Obrien is a financial advisor with Primerica Advisors in Loganville, GA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked at Primerica Financial Services since 2017 and previously held roles at LPL Financial and Insignia Bank from 2013 to 2017. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and limited discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Dorothy Welch is a financial advisor with Primerica Advisors in Suwanee, GA, holding Series 63 and Series 65 licenses and having three years of industry experience. She has worked at Primerica Financial Services since 2015. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment services.

Raquel Valdez is a financial advisor at Primerica Advisors in Duluth, GA, holding Series 63 and Series 66 credentials with three years of industry experience. Her prior work includes roles at Morgan Stanley, E*Trade Securities LLC, and Onepath. Outside of advising, she operates an online clothing resale business called Pretty Messy Closet. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies from unaffiliated asset managers and supports trade execution and custody through respected third parties, managing approximately $15.5 billion in assets under management.

Tina Garrison Nunez is a financial advisor at Primerica Advisors in Duluth, GA, with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Primerica Financial Services since 2014. She is involved in the management and operations of investment-related products. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, offering model-driven investment strategies primarily delivered through its advisors.

David Siegel is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1995. Outside of his advisory role, he is involved in management and operations related to investment products and works as an insurance salesman. Primerica Advisors offers 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 uses third-party asset managers for portfolio implementation and employs a tiered wrap-fee structure.

Jennifer Baethke is a Series 65-licensed financial advisor with Primerica Advisors in Lawrenceville, GA, and has 13 years of industry experience. She has been with Primerica Financial Services since 2011. Baethke is involved in the management and operations of investment-related products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm utilizes third-party asset managers vetted through an independent due-diligence process and employs a tiered wrap fee structure.

Tyler Reece is a financial advisor with Primerica Advisors in Duluth, GA, holding a Series 66 designation and with 10 years of industry experience. He has been with Primerica Financial Services since 2016. Outside of his advisory role, he manages a residential property management business. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services primarily through model-based investment strategies managed by external asset managers.

Anthony Maxwell is a financial advisor with Primerica Advisors in Auburn, GA, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with Primerica Financial Services since 2003. Outside of his advisory role, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its services.

Kyle Cushion is a financial advisor with Primerica Advisors, holding a Series 66 designation and two years of industry experience. His career includes roles at Primerica Financial Services and The Leonard Firm, among others. Outside of advising, he is involved in management and operations related to investment products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure.

Natalie Hammond is a financial advisor at Primerica Advisors with 30 years of industry experience. She holds Series 63 and Series 65 registrations and has worked at firms including Northwestern Mutual Investment Services LLC and Alex Beilin. Her background includes long-term roles spanning more than a decade in various financial services positions. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and offers discretionary separately managed account options, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Michael King is a Series 65-licensed financial advisor with Primerica Advisors in Smyrna, GA, where he has worked since 2016. He has nine years of industry experience. His other business activities include management and operations related to investment products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading and custody services supported by BNY Mellon Advisors, Pershing, and Primerica Brokerage Services.

Rosalie Knop is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior work includes roles at Allstate Insurance Co, Compass Capital, Securian Financial Services, Minnesota Life Insurance Company, and Wells Fargo Bank NA. She is also involved in the management and operations of investment-related products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm emphasizes a percentage-based, tiered wrap-fee structure and utilizes third-party asset managers with oversight and due diligence.

Joseph Bryson is a financial advisor with Primerica Advisors in Atlanta, GA, holding a Series 66 designation and 19 years of industry experience. His prior work includes 13 years at FSC Securities Corporation before joining Primerica Financial Services. In addition to advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and delegates trading responsibilities, offering a tiered wrap-fee structure rather than fixed fees.

Raphael Angone is a financial advisor with Primerica Advisors in Duluth, GA, holding a Series 65 credential and three years of industry experience. Prior to joining Primerica Financial Services in 2021, he worked at CVS and has experience in educational roles at Warsaw High School and home-schooling. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-based investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Heather Sheats is a financial advisor with Primerica Advisors in Marietta, GA, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has been with Primerica Financial Services since 2006. Her other business activities include management and operations related to investment products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and select separately managed account options for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

David How is a financial advisor at Primerica Advisors with 24 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Prim Financial Services since 2001. Outside of his advisory role, he works as an Uber Eats delivery driver. Primerica Advisors serves primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that utilizes model-delivery strategies created by unaffiliated asset managers and offers discretionary separately managed account options.

Frederick Minot is a financial advisor at Primerica Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Financial Services since 2021. His prior experience includes 11 years at GWFS Equities, Inc./Great West Life & Annuity Insurance Company. He is involved in the management and operations of investment-related products outside his advisory role. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Dennis Woodall is a Series 65-licensed financial advisor with Primerica Advisors in Dahlonega, GA, where he has worked since 2013. He has 12 years of industry experience. His other business activities include management and operations of investment-related products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and select separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Medhane Elias is a financial advisor at Primerica Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Primerica, he worked at Citrin and E*Trade Securities, among other roles. Outside of his advisory work, he has experience as a delivery driver for food services including Uber Eats and DoorDash. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients. The firm utilizes model-driven investment strategies managed by third-party asset managers and supports its advisory services with custodial and trade execution partnerships.