Ft Myers, FL Office

Eli Sank is a financial advisor with Primerica Advisors in Ft Myers, FL, holding Series 63 and Series 65 designations and over 31 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since the early 1990s. Outside of advising, he is a tax preparer and trustee of the Rose Helen Howard Trust. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Fritzler Bernagene is a financial advisor with Primerica Advisors in Ft Myers, FL, holding a Series 65 designation and eight years of industry experience. He has been with Primerica Advisors since 2018 and concurrently serves at the Collier County Sheriff's Office, where he has worked since 2014. In addition to his advisory role, he also receives compensation related to sales of home security and automation products through affiliated Primerica companies. Primerica Advisors manages 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 utilizes model-driven investment strategies from unaffiliated asset managers and offers a range of strategic and tactical portfolio approaches supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Brian Murphy is a financial advisor with Primerica Advisors in Fort Myers, Florida, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Primerica Advisors since 1997 and has a background with Navy Pier, Inc. Outside of his advisory role, he serves as president of Elite Business Solutions and owns MAM & Associates, Inc., both involved in investment-related activities. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients through a network of nearly 3,700 advisors. The firm utilizes model-based strategies managed by external asset managers and offers discretionary separately managed accounts with oversight from BNY Mellon Advisors and Pershing for trade execution and custody.

Patrick Naidl is a financial advisor with Primerica Advisors in Ft Myers, FL, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with PFS Investments Inc. since 2011 and with Primerica Financial Services since 2010. Outside of his advisory role, he is a partner in a hair salon business based in Naples, FL. Primerica Advisors sponsors and manages 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 operates at scale, offering model-delivery investment strategies supported by third-party asset managers and custodians.

Mark Landskroner is a financial advisor with Primerica Advisors in Fort Myers, FL, holding Series 65 and Series 63 licenses and bringing 22 years of industry experience. His prior roles include six years at J.P. Morgan Securities and JPMorgan Chase Bank, as well as two years with Citizens Bank and Citizens Securities. Outside of advisory services, he also engages in sales of loan products and home security and automation referrals for affiliated Primerica companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by third-party asset managers and supported by an overlay manager and custody providers. The firm operates on a large scale with approximately 3,961 advisors and offers a range of strategic investment models, including those incorporating exchange-traded funds focused on cryptocurrency.

Norman Kapp is a financial advisor with Primerica Advisors in Fort Myers, FL, holding Series 63 and Series 65 designations and having 16 years of industry experience. He has worked with PFS Investments Inc. since 2009 and Primerica Financial Services since 2008. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses an exclusively percentage-based wrap fee structure.

Lorraine Albinohinkley is a financial advisor with Primerica Advisors in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Primerica since 1995. Outside of advising, she serves as president of LHLH 13, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Shawn Keller is a financial advisor at Primerica Advisors in Fort Myers, FL, holding a Series 65 credential with one year of industry experience. His prior work includes roles at PFS Investments Inc., Philly Junction, Saluscare, and Papa Johns. He has also been affiliated with Florida Gulf Coast University since 2012. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through established providers, catering primarily to non-institutional investors.

Nicholas Durcau is a Series 65 licensed financial advisor with Primerica Advisors, based in Ft Myers, FL. He has two years of industry experience, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Prior to his financial services career, he worked in the food service industry. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary 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 with a tiered wrap-fee structure.

Johnnie Daniels is a financial advisor with Primerica Advisors in Ft Myers, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Primerica Advisors since 2000 and has been associated with Primerica Financial Services since 1998. Outside of advisory services, he is involved in the sale of home security and automation products through part-time referrals with affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides 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 uses a tiered wrap-fee structure, focusing on services for individual investors rather than institutional clients.

Dody Mcgee is a financial advisor with Primerica Advisors in Fort Myers, FL, holding Series 63 and 65 licenses and 20 years of industry experience. He has been with Primerica since 2006 and also operates TED Property Management LLC. He serves as a committee member on the Investment Advisory Committee for the Charter Township of Independence. Primerica Advisors sponsors a wrap-fee asset management program primarily for individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Dana Nelson is a financial advisor with Primerica Advisors in Ft Myers, FL, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. Prior to focusing on financial services, Dana operated an auto service business for over a decade and has experience in automotive sales and mechanics. Outside of advisory work, Dana is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering model-based investment recommendations. The firm employs a large network of advisors and supports a range of strategic and tactical portfolio models, with trade execution and custody services provided by BNY Mellon Advisors and Pershing.

Adam Hirsch is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and four years of industry experience. His background includes work with PFS Investments Inc. and roles in tax preparation, computer services, notary services, jewelry insurance, and bail bond agency. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily 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 investment strategies developed by unaffiliated asset managers and supports accounts through BNY Mellon Advisors and Pershing custody platforms.

Kevin Forness is a financial advisor with Primerica Advisors in Fort Myers, FL, holding Series 63 and Series 65 licenses. He has two years of industry experience and has previously worked at PFS Investments Inc. and several technology companies. Outside of his advisory role, he is president of K2 Management Group, Inc., a non-investment related business based in Las Vegas, NV. Primerica Advisors sponsors and manages 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 entities. The firm employs model-driven investment strategies delivered through a large network of advisors and offers various portfolio management options supported by third-party managers and custodians.

John Messer is a financial advisor with Primerica Advisors in Ft Myers, FL, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has worked with Primerica Financial Services and PFS Investments, Inc. since the mid-2000s and is also employed by American Airlines. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading and custody services facilitated by Pershing and BNY Mellon Advisors.