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Melveen S

Series 65, Series 63

St Robert, MO

Primerica Advisors

Melveen Stevenson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Primerica, Stevenson has worked in various roles including freelance consulting and human resources training. Outside of financial advising, Stevenson is an independent consultant for Tupperware and maintains freelance consulting and human resources training activities. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors and select corporate and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and specializes in advisory services through a large network of financial advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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