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Jennifer H

Series 63, Series 65

St George, UT

Primerica Advisors

Jennifer Higby is a financial advisor with Primerica Advisors in Cedar City, UT, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has been associated with PFS Investments Inc. and Primerica Financial Services since 2007. Outside of advisory work, she 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, providing model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

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

Series 63, Series 65

St George, UT

Primerica Advisors

Lydia Feild is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. She has been with Primerica Advisors since 2021 and Primerica Financial Services since 2020. Outside of finance, she has been involved in music education through Lydia Feild Music Lessons since 2017 and has worked with the Neil Simon Festival. Primerica Advisors provides discretionary asset management 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 employs a tiered wrap-fee structure rather than fixed fees.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Tim S

Series 63, Series 65

St George, UT

Primerica Advisors

Tim Swainston is a financial advisor with Primerica Advisors in St. George, UT, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Primerica Advisors since 1986 and associated with Primerica Financial Services since 1985. Outside of his advisory role, he serves as Secretary/Treasurer for Precinct WHT01 and is involved in referrals for home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and limited separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, with portfolio implementation supported by BNY Mellon Advisors and trade execution through Pershing and Primerica Brokerage Services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Shauna S

Series 65, Series 63

St George, UT

Primerica Advisors

Shauna Swainston is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. Her background includes long-term service with The Church of Jesus Christ of Latter Day Saints and extensive tenure with Primerica Financial Services dating back to 1992. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors as well as corporate and charitable clients. The firm utilizes model-driven investment strategies managed by unaffiliated asset managers and supports account execution and custody through BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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