Jenkintown, PA 766 Old York Rd Office

Jose Vasquez is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. He has been with Primerica in various capacities since 2014 and previously worked at Valley Forge Medical Center for 15 years. Outside of his advisory role, Vasquez works as a self-employed caregiver and serves as a cross country referee for Springfield Township High School. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and limited 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 to manage client portfolios.

Sherwin Forde is a financial advisor with Primerica Advisors in Norristown, PA, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2013. Outside of his advisory role, he is involved in tax preparation and accounting through his own CPA practice and owns a separate business, The Logos, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed accounts. The firm uses a tiered wrap-fee structure and delegates trading responsibilities to third-party managers while maintaining oversight of model selection and portfolio management.

Stephanie Wright is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and one year of industry experience. She has previously worked at Kreischer Miller for 15 years and has experience with Primerica Financial Services and other businesses. Outside of financial advising, she owns and operates SW Accounting Services, LLC, providing bookkeeping and accounting services. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs a model-delivery investment approach managed by unaffiliated asset managers and supports trade execution and custody through Pershing and BNY Mellon Advisors.

Ericka Neville is a financial advisor with Primerica Advisors in Lafayette Hill, PA, holding Series 63 and Series 65 credentials and nine years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2016 and previously worked with The Tax Ladies and Health Advocate. Outside of financial advising, she works as an Uber driver. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment services.

Katherine Vasquez is a financial advisor with Primerica Advisors in Jenkintown, PA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. Her background includes extensive work in behavioral health and education organizations alongside her financial services role that began in 2014. Outside of advising, she works as a Flex driver for Amazon Flex. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale, employing thousands of advisors and offering model-driven investment strategies supported by third-party asset managers and custodians.

James Lee is a financial advisor with Primerica Advisors in Jenkintown, PA, holding Series 65 and Series 63 credentials and eight years of industry experience. His prior work includes roles at Alford & Rambaran, Asplundh, and Temple University Health System. He also engages in sales of loan products and home security services through affiliated companies. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program that relies on model-delivery strategies managed by unaffiliated asset managers and provides support through Pershing custody and trade execution services.