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Jamel W

Series 66

Williamsburg, VA

Primerica Advisors

Jamel White is a financial advisor with Primerica Advisors in Williamsburg, VA, holding a Series 66 designation and three years of industry experience. His work history includes roles at Fidelity Investments and Primerica Financial Services, as well as part-time involvement in sales of loan products and home-related service referrals through Primerica affiliates. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients with a model-based investment approach supported by third-party asset managers and custodians.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Regina L

Series 66, Series 63, Series 65

Williamsburg, VA

Primerica Advisors

Regina Leigh is a financial advisor with Primerica Advisors in Williamsburg, VA, holding Series 63, 65, and 66 licenses and with 19 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2016. In addition to her advisory role, Leigh is the owner of Leigh Management Consulting LLC, a non-investment-related business. Primerica Advisors primarily serves individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers.

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

Series 63, Series 65

Williamsburg, VA

Primerica Advisors

Clifton Savage is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses, and is based in Williamsburg, VA. He has been associated with Primerica Financial Services, PFS Investments Inc., and RS Andrews since 2025. Outside of his advisory roles, he is the owner of Good and Faithful Business Coach, LLC. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

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

Series 65, Series 63

Williamsburg, VA

Primerica Advisors

Allan Mcclure is a financial advisor with Primerica Advisors in Williamsburg, VA, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Fairlead Integrated, Huntington Ingalls Industries, and PFS Investments Inc. Outside of his advisory duties, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors 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 advisory services based on model strategies developed by unaffiliated asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Daniel R

Series 63, Series 65

Williamsburg, VA

Primerica Advisors

Daniel Roose is a financial advisor with Primerica Advisors in Williamsburg, VA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2010. Outside of advisory work, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based 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 rather than fixed fees.

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

Series 63, Series 65

Williamsburg, VA

Primerica Advisors

Mark Matney is a financial advisor with Primerica Advisors in Williamsburg, VA, holding Series 63 and Series 65 designations and eight years of industry experience. He has worked concurrently in legal practice with Poquoson Law Group P.C., Holcomb Law, PC, and previously operated Matney Law, PLLC. Outside of his advisory and legal roles, he owns Victory Holdings, LLC. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm employs third-party asset managers vetted through independent due diligence and provides custody and trade execution via Pershing and Primerica Brokerage Services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Olga D

Series 63, Series 65

Williamsburg, VA

Primerica Advisors

Olga Davenport is a financial advisor with Primerica Advisors in Williamsburg, VA, holding Series 63 and Series 65 credentials and one year of industry experience. Her work history includes roles at Primerica Advisors, Primerica Financial Services, and TCI, among others. She is involved in sales of investment-related products and also receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers 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 utilizes an exclusively percentage-based, tiered wrap fee structure.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Christopher E

Series 65, Series 63

Williamsburg, VA

Primerica Advisors

Christopher Enroughty is a financial advisor with Primerica Advisors in Williamsburg, VA, holding Series 65 and Series 63 licenses and having 13 years of industry experience. He has been with Primerica Advisors since 2013 and also has affiliations dating back to 1991 with Dominion. Outside of advising, he is involved in selling home security and automation products, as well as loan products, through affiliated Primerica entities. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale, employing thousands of advisors and managing approximately $15.5 billion in assets, and employs model-driven investment strategies provided by unaffiliated asset managers.

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

Series 63, Series 65

Williamsburg, VA

Primerica Advisors

Elizabeth Mills is a financial advisor with Primerica Advisors in Williamsburg, VA, holding Series 63 and Series 65 licenses and having two years of industry experience. She has worked at PFS Investments Inc. since 2024 and previously spent four years at Fortress Builders Financial. Outside of her advisory work, she is involved in sales of home-related products through affiliated companies, including loan products and home security services. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by third-party asset managers and supports trade execution and custody through established providers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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