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Donald S

Series 63, Series 65

Murfreesboro, TN

Primerica Advisors

Donald Steely II is a financial advisor with Primerica Advisors in Murfreesboro, TN, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2000 and worked for Marshall Co. School from 2019 to 2020. Outside of his advisory role, he is involved in the sales of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, with approximately 3,948 advisors and $15.5 billion in assets under management. The firm uses model-driven investment strategies provided by third-party asset managers and offers limited discretionary separately managed accounts.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Jonathan G

Series 65, Series 63

Murfreesboro, TN

Primerica Advisors

Jonathan Golczynski Jr. is a financial advisor at Primerica Advisors holding Series 65 and Series 63 designations. He has less than one year of industry experience and has worked with Primerica Advisors and related firms since 2025. Outside of finance, he has held various roles in educational institutions and the hospitality sector. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors as well as corporate and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and supports accounts through BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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