Clearwater, FL 25400 Us Hwy 19 N Ste 158 C Office

Erik Golub is a financial advisor at Primerica Advisors with Series 66, Series 65, and Series 63 licenses and six years of industry experience. His prior roles include positions at PFS Investments Inc., Primerica Financial Services, Advanta IRA, Millennium Trust Company, and IRA Services Trust Company. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, along with corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-based investment strategies and discretionary portfolio management.

Eric Mcnamara is a financial advisor with Primerica Advisors in Bradenton, FL, holding Series 63 and Series 65 credentials and six years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2019 and previously worked at Lone Tree Inc. from 2001 to 2017. Outside of his advisory role, Mcnamara is involved with Bayside Community Church. 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 account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.

Ray Long is a financial advisor with Primerica Advisors in Clearwater, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 1989. In addition to his advisory role, he is involved in the sale of investment-related products and receives compensation for referring home security and automation services. 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 clients. The firm operates nationally with approximately 3,948 advisors and utilizes model-delivery strategies managed by unaffiliated asset managers, supported by custodial and trade execution services.

Heide Deluca is a financial advisor with Primerica Advisors in Clearwater, FL, holding Series 63 and Series 65 licenses and having one year of industry experience. Her background includes roles in real estate and property management, as well as operating her own investment-related businesses. She is also involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Esther Ropp is a financial advisor with Primerica Advisors in Clearwater, FL, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has been with Primerica Advisors since 2007 and Primerica Financial Services since 2005. Outside of her advisory role, she is involved in Wealth by Design, LLC, a legal entity formed for Primerica business purposes. 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 primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Michael Burrows is a financial advisor with Primerica Advisors in Clearwater, FL, holding Series 65 and Series 63 licenses and 11 years of industry experience. His background includes roles with the Lummi Indian Business Council, Swinomish Tribe, and City of Plant City. He is also involved in sales of mortgage loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, along with corporate and charitable clients. The firm operates at scale with a large network of advisors and offers model-driven investment strategies supported by third-party asset managers.

Paul Self is a Series 66 licensed financial advisor with 17 years of industry experience. He is affiliated with Primerica Advisors and has worked at related firms including Wealth By Design and PFS Investments Inc. Outside of his advisory role, he serves as the owner and administrator of Nasa Services, a non-investment-related business in Palm Harbor, FL. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm utilizes third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.