Delray Beach, FL NE Sixth Avenue Office

William Owens is a financial advisor with Primerica Advisors in Delray Beach, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with Primerica Advisors since 1998 and has been affiliated with Primerica Financial Services since 1980. Owens is also involved in non-investment related referral activities through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and select separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Roy Lipson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses, and has 32 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 1993 and operates his own entity, Roy A. Lipson, Inc. In addition to his advisory role, he is also an attorney and is involved in sales of investment and non-investment related products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery investment strategies created by unaffiliated asset managers and offers discretionary separately managed accounts, supported by custodians such as BNY Mellon Advisors and Pershing.

Jean Wollesen is a financial advisor with Primerica Advisors in Boynton Beach, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Primerica Advisors since 1995 and Primerica Financial Services since 1994. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm employs a wrap-fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Devin Vaides is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 1997. Outside of his advisory role, he is involved with Bowen Realty and Palm Beach County Parks. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients, operating primarily as a wrap-fee solution.

Thaddeus Ripa is a financial advisor with Primerica Advisors in Delray Beach, FL, holding Series 63 and Series 65 registrations and bringing 37 years of industry experience. He has been affiliated with Primerica Financial Services and PFSI Investments, Inc. since 1989 and currently operates RIPA Wealth Advisors. Outside of advisory work, he is involved in the sale of home security and automation products through affiliate companies and owns an investment-related legal entity established for Primerica business purposes. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and custodial services, managing approximately $15.5 billion in assets across a network of nearly 3,700 advisors.

Darrin Crabtree is a financial advisor with Primerica Advisors in Delray Beach, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2002 and has been involved with Dialysis Services of Boca since 2009. Outside of his advisory role, he is also engaged in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, utilizing model-delivery strategies created by unaffiliated asset managers and offering a range of portfolio approaches including strategic, tactical, and tax-managed options.

Christopher Heffernan is a financial advisor with Primerica Advisors in Delray Beach, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Primerica Advisors since 1993 and Primerica Financial Services since 1992. Outside of his advisory role, he is involved in sales of loan products and home security services through affiliated companies and owns a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trade implementation to BNY Mellon Advisors.

Mark Bozicevic is a financial advisor with Primerica Advisors in West Palm Beach, FL, holding Series 63 and Series 65 licenses and with 31 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1994. Outside of his advisory role, he serves as Vice President of Otter Lake HOA. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and limited discretionary separately managed account options primarily for individual and high-net-worth clients. The firm utilizes third-party asset managers and emphasizes a tiered wrap fee structure while maintaining control over model selection and oversight.