Medina, OH E Washington St Office

Miranda Sullivan is a financial advisor with Primerica Advisors in Medina, OH, holding a Series 63 designation and five years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2019 and previously worked in the Lorain City School District and at Miami University. Outside of her advisory role, she is the founder of Club ONO Networking in Peninsula, OH. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively managed account options primarily to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading to BNY Mellon Advisors.

Jeffrey Lash is a financial advisor with Primerica Advisors in Medina, OH, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes a long tenure at UPS and roles at Lash & Company, CPAS, Inc. He also engages in sales of investment-related products and part-time referrals for home security and automation services affiliated with PFS Investments Inc. and Primerica Mortgage, LLC. Primerica Advisors serves primarily individual investors, corporate, and charitable clients through a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers.

Timothy Malone II is a financial advisor with Primerica Advisors in Medina, OH, holding a Series 63 designation and six years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2018 and has prior experience at Verizon Wireless. Outside of advising, he is a sports official for volleyball and basketball contests. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm employs third-party asset managers and maintains a tiered wrap-fee structure for its services.

Joseph Magee is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and six years of industry experience. He has worked at Primerica Advisors since 2024 and previously spent time at PFS Investments Inc and SRI. Magee has been associated with Primerica Financial Services since 1998. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates on a large scale and delivers advisory services through model-driven strategies managed by third-party asset managers.

Ruben Avila is a financial advisor with Primerica Advisors in Medina, OH. He holds Series 63 and Series 65 licenses and has recent experience at PFS Investments Inc. and Primerica Financial Services beginning in 2025. Prior to his advisory career, he worked at UPS for 34 years. Primerica Advisors manages 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 clients. The firm offers model-driven investment strategies and operates at scale with approximately 3,935 financial advisors and $15.5 billion in assets under management.

Timothy May is a financial advisor with Primerica Advisors in Medina, OH, holding a Series 63 designation and nine years of industry experience. His prior work includes positions at LRC Realty and Mr. T's Jewelry. He also engages in sales of investment-related products and provides referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by third parties and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Joshua Clark is a Series 63-licensed financial advisor with Primerica Advisors, based in Wadsworth, OH. He has 13 years of industry experience and has been with Primerica Advisors and Primerica Financial Services since 2012. In addition to his advisory role, he owns Free & Fearless Financial Solutions, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, providing a tiered wrap-fee structure and maintaining oversight of its curated investment models.

Eric Simeonoglou is a financial advisor with Primerica Advisors, holding a Series 63 designation and seven years of industry experience. His prior work includes roles at Mid-West Forge Corporation, SIFCO Industries, Arconic Inc., and Alcoa Corp. Outside of finance, he owns Simeonoglou, LLC, which provides general engineering services and 3D printing. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-delivery strategies managed by third-party asset managers, offering a range of investment approaches and supporting trade execution and custody through BNY Mellon Advisors and Pershing.