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Pierre J
Series 63, Series 66
New City, NY
Edward Jones
Pierre Johnson is a financial advisor at Edward Jones with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward D. Jones & Co., L.P. since 1997. He serves as an advisory board member for the University of Texas Neighborhood Longhorns. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of over 23,000 advisors and 15,000 branch offices.
Susan P
Series 63
Warwick, NY
Cetera
Susan Perry is a financial advisor with Cetera, holding a Series 63 designation and bringing 15 years of industry experience. She has worked at Cetera and its affiliate Cetera Wealth Services since 2013 and spent seven years with Baldino & Perry Associates, Inc. In addition to her advisory role, she provides debt counseling services to clients. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers across various program structures.
Marva B
Series 63
Chester, NY
Primerica Advisors
Marva Britton is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 29 years of industry experience. She has been with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Outside of her advisory role, she owns Marbrit Corp., a non-investment-related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.
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