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Robert H

Series 63, Series 65

Millbury, MA

Primerica Advisors

Robert Hughes is a financial advisor with Primerica Advisors in Millbury, MA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 2013 and previously spent over two decades at Picor. Outside of his advisory role, Hughes is active as a guitar player. 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 curates third-party asset managers and uses a tiered wrap-fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Stacia P

Series 63, Series 65

Millbury, MA

Primerica Advisors

Stacia Patton Bowe is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2014 and also has a longstanding role at WCVB-TV since 2003. In addition to her advisory work, she is involved in sales of loan products and home security-related services through affiliated companies. Primerica Advisors 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 relies on model-delivery strategies managed by unaffiliated asset managers, supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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