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Andria L

Series 63, Series 65

Milton, PA

Primerica Advisors

Andria Lamay is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and with 19 years of industry experience. She has been with Primerica Advisors since 2005 and Primerica Financial Services since 2011. In addition to her advisory role, she receives compensation for sales and referrals related to mortgage products and home security and automation services 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 emphasizes a tiered wrap-fee structure and curates third-party asset managers, maintaining oversight of model selection and implementation.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Wendy W

Series 63, Series 65

Milton, PA

Primerica Advisors

Wendy Wolfe is a financial advisor with Primerica Advisors in Milton, PA. She holds Series 63 and Series 65 credentials and has one year of industry experience. Her prior roles include positions at Wise Markets Distribution, PFS Investments Inc., Primerica Financial Services, and FCCB. Outside of her advisory duties, Wendy is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-based investment strategies developed by third-party asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Brenda B

Series 65, Series 63

Milton, PA

Primerica Advisors

Brenda Blakeney is a financial advisor with Primerica Advisors in Milton, PA, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. She has worked with Primerica Advisors since 2006 and Primerica Financial Services since 2003. Prior to her financial career, she was employed by the Federal Bureau of Prisons for 25 years. Outside of advising, she is involved in sales of home-related products and loan services through affiliated Primerica companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and uses model-driven investment strategies managed by third-party asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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