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 Lynbrook, NY, holding a Series 63 designation and 15 years of industry experience. He has been with Primerica Advisors since 2010 and Primerica Financial Services since 2008. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, corporate clients, and charitable organizations. The firm uses model-delivery strategies managed by unaffiliated asset managers and operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

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.