Cincinnati, OH Cooper Rd Office

Jennifer Metz is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 25 years of industry experience. She has been with Primerica since 2000. Outside of her advisory role, she is involved in the sale of home security and automation products through affiliated companies and operates as a sole proprietor. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap fee structure for its investment services.

Timothy Arnold is a financial advisor with Primerica Advisors in Cincinnati, OH, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 2001. Outside his advisory role, Arnold is involved with TJ3AM, LLC, a legal entity formed for Primerica business purposes, and he also receives compensation for sales and referrals related to mortgage and home services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers, with trading and implementation delegated to BNY Mellon Advisors.

Karen Glover is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 18 years of industry experience. She has been with Primerica Advisors since 2007 and concurrently works with Volta Tax Center. Outside of advisory services, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a wrap-fee structure with an operational model that includes independent due diligence and delegated trading responsibilities.

Steven Ott is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 20 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2005 and previously worked at Flint Ink Corp for 15 years. Outside of advising, he is a co-owner of a business in Cincinnati and is involved in part-time sales of loan products and 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 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 trading responsibilities to BNY Mellon Advisors.