Cocoa Beach, FL 320 N Atlantic Avenue Office

Elizabeth Weido is a financial advisor with Primerica Advisors in Merritt Island, FL, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has been with Primerica Financial Services and PFS Investments, Inc. since 2008. Outside of her advisory role, she is the managing member and founder of Invested Networking Group, LLC, a networking organization for small business owners in her community. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of 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 under a tiered wrap-fee structure.

Kerron Greaves is a financial advisor with Primerica Advisors in Cocoa Beach, FL, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His work background includes roles at PFS Investment Inc., Primerica Financial Services, Brevard Public Schools, and Florida Institute of Technology. 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 uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Charlene Beach is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has worked with PFS Investments Inc. since 2011 and Primerica Financial Services since 2007. Outside of her advisory role, she works as a part-time piano instructor. 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 accounts. The firm utilizes third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.

Rodney Jackson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include work with Charlottesville Redevelopment & Housing Authority and HBC CPAs, as well as operating his own CPA practice. He has over three decades of involvement with Primerica, including his current advisory position. Primerica Advisors is a large institutional firm managing a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-based investment strategies managed by third parties and offers a range of portfolio approaches supported by custodial and trade execution services.