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Donna S

Series 65, Series 63

Tequesta, FL

Primerica Advisors

Donna Slater is a financial advisor with Primerica Advisors in Tequesta, FL, holding Series 65 and Series 63 credentials and five years of industry experience. She has worked with PFS Investments Inc. since 2020 and has been involved with Primerica Financial Services since 2011. Outside of her advisory role, she is connected to Primerica Mortgage and Primerica Client Services, where she engages in selling loan products and referring home security and automation services. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that relies on model-delivery strategies created by unaffiliated asset managers and supports trade execution and account custody through BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Guy M

Series 66, Series 63

Tequesta, FL

Primerica Advisors

Guy Murray is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His career includes roles at PFS Investments Inc., Northwestern Mutual Investment Services LLC, Raymond James and Associates, and Primerica. Outside of financial advisory work, he was involved with Action Hurricane Shutters for several years. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs a model-driven investment approach with discretionary management support, operating at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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