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Connie S

Series 63, Series 65

Murfreesboro, TN

Primerica Advisors

Connie Staggs is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Primerica Advisors since 1999 and also has roles affiliated with Primerica Financial Services. Outside of her advisory work, she owns an e-commerce business and operates a YouTube channel focused on small business consulting topics. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap fee structure for its services.

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

Series 63, Series 65

Murfreesboro, TN

Primerica Advisors

Jessica Bryan is a financial advisor with Primerica Advisors in Murfreesboro, TN, holding Series 63 and Series 65 credentials and 22 years of industry experience. She has been with Primerica Advisors since 2003 and affiliated with Primerica Financial Services since 2002. In addition to her advisory role, she serves as a group coach for Spearhead Consulting Group. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and limited discretionary separately managed account options to individual and high-net-worth clients. The firm manages third-party asset managers and employs a tiered wrap fee structure while delivering custody and trade execution services through Pershing and Primerica Brokerage Services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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James R

Series 63, Series 65

Murfreesboro, TN

Primerica Advisors

James Reed is a financial advisor with Primerica Advisors in Murfreesboro, TN, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2000 and serves as the executor of his parent's will since 2003. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plan management.

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

Series 63, Series 65

Murfreesboro, TN

Primerica Advisors

Steven Glaeser is a financial advisor with Primerica Advisors in Murfreesboro, TN, holding Series 63 and Series 65 licenses and with 42 years of industry experience. He has worked with Kaplan Professional Education and PFS Investments Inc., and has been a freelance writer since 2005. Glaeser is involved in educational activities as a content writer and instructor for life and securities exam preparation. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading and custody services facilitated by BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Benjamin Y

Series 63, Series 65

Murfreesboro, TN

Primerica Advisors

Benjamin Yancey is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to his current role, he worked at Universal Lighting Technologies for fifteen years. He is also involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program that serves individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by third parties and supports accounts through BNY Mellon Advisors and Pershing, focusing primarily on individual investors rather than institutional clients.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Ashley F

Series 63, Series 65

Murfreesboro, TN

Primerica Advisors

Ashley Franklin is a financial advisor with Primerica Advisors in Murfreesboro, TN, holding Series 63 and Series 65 licenses and four years of industry experience. She has been with Primerica Advisors since 2021 and was previously self-employed for nine years. Franklin is the founder and CEO of a charity organization called Not Quite AA in Tullahoma, TN. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with a range of model-delivery strategies and separately managed account options under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates model implementation to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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