East Stroudsburg, PA Office

David Colon Jr. is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and one year of industry experience. He has worked with Primerica Financial Services since 2013 and owns Better Tax Inc., where he provides tax consulting services. Colon also engages in non-investment business activities related to home security and automation product referrals. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and supports advisory services through a large network of advisors.

Christopher Cleaver is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to his current role, he has a long tenure with Primerica Financial Services since 2002 and has worked at Uline, Inc. since 2008. He is involved in sales of investment-related products and part-time referrals of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors and some 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 outsourced portfolio management.

Rocco Stigliano is a financial advisor with Primerica Advisors in East Stroudsburg, PA, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. He has been with Primerica Advisors since 1996 and Primerica Financial Services since 1993. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-based strategies and selective separately managed accounts to individual and high-net-worth clients. The firm employs third-party asset managers and utilizes a tiered wrap-fee structure while maintaining oversight of investment models and related arrangements.