Griswold, CT Business Park Way Office

Team
Updated today

Client AUM

$15,417,486,405

Clients

67,586

Advisors

2

Of 3,966 advisors across 1,249 offices

Location

5 Business Park Way

Griswold CT 06351

Advisors at this office

2

Advisors at this office

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Seanice A

Series 63, Series 65

Griswold, CT

Primerica Advisors

Seanice Austin is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Primerica, she worked at the University of Connecticut for over two decades. Outside of her advisory role, she manages a short-term rental property in New London, Connecticut. 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 account options within a wrap-fee structure.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Lorna B

Series 63, Series 65

Griswold, CT

Primerica Advisors

Lorna Burkart is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has been with Primerica Advisors since 1991 and Primerica Financial Services since 1990. Her other business activities include part-time involvement in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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