Fort Lauderdale, FL Office

Lionel Williams is a financial advisor with Primerica Advisors in Kissimmee, FL, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at Vintrica International LLC and self-employment, alongside a long-term association with Primerica Financial Services since 2001. Williams also participates in sales of loan products and home-related 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 selective separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Ugo Celini is a financial advisor with Primerica Advisors based in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and over 37 years of industry experience. His career history includes roles at Horizon Homemakers & Companion and Edgehill, alongside longstanding involvement with PFS Investments Inc. and Primerica Financial Services since 1988. In addition to advisory services, he is involved in sales of loan products and referrals for home security and automation products through affiliated companies. Primerica Advisors manages 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 employs model-delivery strategies developed by unaffiliated asset managers and provides trade execution and custody through third-party providers, serving a broad client base via a large network of advisors.

Manuel Lopez is a financial advisor with Primerica Advisors, holding a Series 66 designation and three years of industry experience. He has worked at several firms including Fidelity Investments and State Farm Investment Management Corp. Lopez is based in Fort Lauderdale, FL. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates a wrap-fee asset management program that relies on model-delivery strategies managed by unaffiliated asset managers and offers a range of portfolio models including strategic, tactical, and tax-managed approaches.