Lynbrook, NY Atlantic Avenue Office

Dave Henry is a financial advisor with Primerica Advisors in Lynbrook, NY, holding a Series 63 designation and 10 years of industry experience. His prior work includes roles at Quest Diagnostics and NYC Transit. In addition to his advisory work, he is involved in the sale of home security and automation products through part-time referrals affiliated with Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and offers discretionary separately managed account options, focusing on advisory services rather than institutional portfolio management.

Jose Morales is a financial advisor with Primerica Advisors, holding a Series 63 designation and 13 years of industry experience. He has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2007. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, along with corporate and charitable clients. The firm uses model-based investment strategies managed by unaffiliated asset managers and supports trade execution and custody through third parties.

Douglas Williams is a financial advisor with Primerica Advisors and holds a Series 63 designation. He has 11 years of industry experience and has been with Primerica Advisors since 2015. In addition to his advisory role, he owns D Williams & Associates, Inc., an investment-related business formed for Primerica business purposes, and he is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors sponsors 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 accounts. The firm offers advisory services at scale through a model-driven approach managed with third-party asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Cordel Bryan is a financial advisor with Primerica Advisors in Jamaica, NY, holding a Series 63 designation and 14 years of industry experience. He has been with Primerica Advisors since 2010 and has worked with Primerica Financial Services since 2008. In addition to his advisory role, he engages in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes 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, providing portfolio management primarily for non-institutional clients.

Nicholas Stewart is a financial advisor with Primerica Advisors in Lynbrook, NY, holding a Series 63 designation and 13 years of industry experience. He has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2009. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and uses third-party asset managers with independent due diligence.