Canton, OH 20th St NW Office

Michael Hutkowski is a financial advisor with Primerica Advisors in Canton, OH, holding a Series 66 designation and 18 years of industry experience. His work history includes roles at Massillion Digital Academy and Massillon City Schools. He also engages in sales of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates model implementation to BNY Mellon Advisors.

Mark Lipps is a financial advisor with Primerica Advisors in Canton, OH, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at PFS Investments Inc. since 1996 and Primerica Financial Services since 1994, and previously spent 37 years at Timken Co. In addition to his advisory role, Lipps is involved in part-time sales of home security and automation products through affiliated companies and holds a partnership in a property holdings LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and select separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis rather than fixed fees.

Kelly Brown is a financial advisor with Primerica Advisors in Canton, OH, holding 11 years of industry experience. She has worked at Primerica Advisors since 2015 and has prior experience at Amadeus Spa and Industrial Security. Brown is also a Notary Public in Canton, OH. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates through a large network of advisors and offers model-driven investment strategies with custody and trade execution support from BNY Mellon Advisors and Pershing.

Bonita Haubert is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 40 years of industry experience. She has worked with Primerica Advisors since 1985 and Primerica Financial Services since 1991. In addition to her advisory role, she is involved in sales of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. 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 uses a tiered wrap-fee structure and manages third-party asset managers with oversight from BNY Mellon Advisors for model implementation.

Debra Messner is a financial advisor with Primerica Advisors in Canal Fulton, OH, holding a Series 63 designation and 36 years of industry experience. She has been with Primerica Advisors since 1993 and Primerica Financial Services since 1991. Outside of advisory work, she is involved in sales of investment-related products and also participates in non-investment related referrals for home security and automation products through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers overseen by an independent consultant and delegates trading responsibilities to BNY Mellon Advisors.

David Haney is a financial advisor with Primerica Advisors in Canton, OH, holding a Series 63 designation and 14 years of industry experience. He has worked at Primerica Financial Services since 2010 and is involved with PFS Investments Inc. and RNR Technologies. Outside of investment services, he also engages in the sale of home security, automation products, and loan referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-delivery strategies and discretionary separately managed accounts. The firm operates at scale with nearly 3,700 advisors, offers a range of investment models including those with cryptocurrency ETFs, and provides custody and trade execution through Pershing and BNY Mellon Advisors.