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Gary H

Series 63

West Hempstead, NY

Primerica Advisors

Gary Hewitt is a financial advisor with Primerica Advisors in South Ozone Park, NY, holding a Series 63 designation and 15 years of industry experience. He has been with Primerica Advisors since 2010 and also operates Maverick Caterers. Hewitt receives non-investment related compensation for referrals of home security, automation, and other home-related services through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, delegating model implementation to BNY Mellon Advisors.

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

Series 63

West Hempstead, NY

Primerica Advisors

William Graham is a financial advisor with Primerica Advisors, holding a Series 63 designation and 28 years of industry experience. He has been with Primerica Advisors since 1997 and with Primerica Financial Services since 1995. In addition to his advisory role, he is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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