Jerry Abbitt is a financial advisor with Primerica Advisors in Scottsdale, AZ, holding Series 63 and Series 65 registrations and 19 years of industry experience. He has been with Primerica Advisors since 2007 and also serves on the Alumni Council as Co-Chairman for Grace College & Seminary. Additionally, Abbitt is on the Board of Directors for Abbitt Wellness Centers in Phoenix. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing and BNY Mellon Advisors.

Clement Lisitski is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2000. In addition to his advisory role, he is involved in sales of loan 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 account options under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Garland Howard III is a financial advisor with Primerica Advisors in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 41 years of industry experience. He has been with Primerica Advisors since 1984 and Primerica Financial Services since 1991. Outside of his advisory role, he is involved in sales of investment-related products and refers home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management 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 for its services.

Terry Howard is a financial advisor with Primerica Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has been with Primerica Advisors since 1993 and Primerica Financial Services since 1989. In addition to advisory services, he is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which features model-delivery strategies and limited separately managed account options. The firm employs a wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Leslie Donaldson Jr. is a financial advisor at Primerica Advisors with 28 years of industry experience. He has been with Primerica Advisors since 1997 and Primerica Financial Services since 1996, holding Series 63 and Series 65 designations. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and separately managed account options to individual and high-net-worth clients under a wrap-fee structure. The firm employs third-party asset managers and utilizes BNY Mellon Advisors for model implementation, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

Kyle Hedwall is a financial advisor at Primerica Advisors with six years of industry experience. He holds Series 65 and Series 63 credentials and has served in ministry roles with organizations including Marketplace Ministries and as an ordained minister since 2021. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, offering model-driven investment strategies managed by third-party asset managers.