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Margarita V

Series 63, Series 65

Milton, FL

Primerica Advisors

Margarita Vazquez is a financial advisor with Primerica Advisors in Milton, FL, holding Series 63 and Series 65 licenses and with 27 years of industry experience. She has been with Primerica Advisors since 1999 and previously served as Supervisor of Elections for Santa Rosa County in 2020 and 2022. Outside of her advisory role, she is involved in sales of home security, automation products, and loan products through affiliated companies. 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 uses model-driven strategies managed by unaffiliated asset managers and supports account custody and trade execution through third-party providers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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