Elizabeth Smith is a financial advisor at Primerica Advisors with Series 65 and Series 63 credentials and one year of industry experience. She previously worked at Arthur J. Gallagher & Co. and New York Life Insurance Company. Smith also engages in sales of investment-related products and receives compensation for referrals of home security, automation, and other home-related services through Primerica-affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-delivery strategies primarily developed by unaffiliated asset managers. The firm operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management.

Jeffery Smith is a financial advisor with Primerica Advisors in Lawrenceville, GA, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked with Primerica Advisors since 2004 and with Primerica Financial Services since 2003. Outside of his advisory role, Smith operates a tax preparation business. Primerica Advisors is a large institution serving primarily individual investors as well as corporate and charitable clients through a wrap-fee asset management program. The firm delivers advisory services via model-driven strategies managed by third-party asset managers and supports trade execution and custody through Pershing and BNY Mellon Advisors.