Lexington, KY Office

Robert Isaacs is a financial advisor with Primerica Advisors in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His work history includes roles at PFS Investments Inc. and Roe Excavating, where he spent nine years. In addition to his advisory duties, he is self-employed as an estimator for Spectrum Contracting Services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-based strategies and a limited selection of discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap fee structure for its services.

Wilbert Durr is a financial advisor with Primerica Advisors in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1995 and previously worked at Lockheed-Martin (formerly Serv-Air Inc) from 1990 to 2021. In addition to advisory services, he is involved in sales of investment-related products and referrals for home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and maintains discretion over model offerings, utilizing a tiered wrap fee structure.

Dawn Thompson is a financial advisor with Primerica Advisors in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Her work history includes roles at Trane Technologies and Harshaw Trane, alongside her ongoing positions with PFS Investments Inc and Primerica Financial Services. Outside of finance, she owns a farm. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of separately managed accounts primarily for individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for portfolio implementation, operating a tiered wrap-fee structure and maintaining control over model selection and management.

Paula King is a financial advisor with Primerica Advisors in Lexington, KY, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2016 and previously served with the Lexington-Fayette Urban County Government for 13 years. Outside of her advisory role, she is involved with the Urban League of Lexington Fayette County as a Compliance Coordinator. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients under a wrap-fee structure.

William Sanders is a financial advisor with Primerica Advisors in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been affiliated with Primerica Financial Services since 1991 and Primerica Advisors since 1988. Outside of advisory services, he is involved in sales of loan products and home security and automation referrals through affiliated Primerica companies. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm employs a wrap-fee structure and curates third-party asset managers while delegating trading to BNY Mellon Advisors.