Houston, TX Egret Bay Blvd Office

Douglas Ottosen is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 licenses and having three years of industry experience. His prior work includes roles at Primerica Financial Services, Blue Water Pools, and Alcresta Pharmaceuticals. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors primarily serves individual investors along with corporate and charitable clients through a wrap-fee asset management program that uses model-based investment strategies managed by third parties. The firm operates at scale with thousands of advisors and offices, offering advisory services focused on a range of strategic, tactical, tax-managed, and income-distribution approaches.

Harold Coe is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been with Primerica Financial Services since 2013 and concurrently holds roles with The Home Depot and PFSI Investment Inc. Outside of traditional advisory work, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure while delegating portfolio implementation to BNY Mellon Advisors.

Patricia Salvo is a financial advisor with Primerica Advisors in Houston, TX, holding a Series 66 designation and 24 years of industry experience. She has worked at Primerica Advisors since 2008 and previously held roles at Direct Energy and Centerpoint Energy. Outside of her advisory work, she owns a small business unrelated to investments. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options structured as a wrap-fee solution. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Peter Fontana is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 designations and four years of industry experience. He has been with PFS Investments Inc. since 2022 and has a background in event production as a freelance contractor since 2017. Additionally, he is involved with Adore Ministries. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients through a large network of advisors. The firm primarily utilizes model-delivery strategies managed by unaffiliated asset managers and offers a range of strategic and tactical investment approaches.

Francis Fontana is a financial advisor with Primerica Advisors in League City, TX, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He has been with Primerica Advisors since 1986 and associated with Primerica Financial Services since 1985. Outside of advising, he is involved in sales of loan products, home security, automation, and other home-related services through affiliated companies. Primerica Advisors provides 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 uses third-party asset managers and offers a tiered wrap fee structure, focusing on curated investment models rather than institutional plan management.