Conroe, TX Strausie Lane Office

Stephanie Herrera is a financial advisor with Primerica Advisors in Conroe, Texas, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2001. Outside of her advisory role, Herrera owns Ash Services, a non-investment related business in Conroe. 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 uses a tiered wrap-fee structure for its services.

Joyla Gregory is a financial advisor with Primerica Advisors in Conroe, TX, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has worked at Primerica since 2000 and was previously employed at Educational Testing Services and ADIA. Outside of advising, she is a member and owner of Glover-Gregory, a non-investment related business in Columbia, SC. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients through a nationwide network of nearly 3,700 advisors. The firm uses model-delivery strategies developed by unaffiliated asset managers and provides discretionary portfolio management with support from BNY Mellon Advisors and Pershing for trade execution and custody.