Brick, NJ 74 Brick Blvd Ste 107 Office

Michael Barbieri is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1996. In addition to his advisory role, he receives compensation for part-time referrals of home security, automation products, and other home-related services through affiliated companies. 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 to individual and high-net-worth clients. The firm uses third-party asset managers and a tiered wrap fee structure, focusing on curated models rather than institutional pension or profit-sharing plan management.

Darren Odom is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and six years of industry experience. He has served in the U.S. Army and has been involved with Combat Connect since 2021. Outside of advising, he owns Darren E. Odom, LLC, a non-investment-related business. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, utilizing model-based investment strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing.

Phyllis Caputo is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 20 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2006. Outside of her advisory role, she is involved with organizations such as Jersey Strong and IEEE, Inc. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm relies on model-delivery strategies developed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.