Miami Lakes, FL NW 60th Ave Office

Tiffany Bryant is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and eight years of industry experience. She has worked in various roles including at PFS Investments Inc. and Primerica Financial Services since 2015, and has held positions outside of finance in education and other sectors. She is also involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery investment strategies and offers discretionary management with support from BNY Mellon Advisors and Pershing, managing approximately $15.5 billion in assets across a large advisor network.

Jonathan Leon is a financial advisor with Primerica Advisors in Miami Lakes, FL, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Primerica Advisors since 2019 and previously held roles at Tax Services of America (Jackson Hewitt). In addition to his advisory work, he owns Kiddooco, LLC, a business formed for Primerica purposes. 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 curates third-party asset managers and uses a tiered wrap-fee structure to deliver its services.

Omar Oropesa is a financial advisor with Primerica Advisors in Miami Lakes, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Primerica Advisors since 1999 and Primerica Financial Services since 1995. Outside of his advisory role, he is the owner and president of PWRHSE Corp, an entity related to his Primerica business activities. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies overseen by unaffiliated asset managers. The firm supports approximately 3,700 advisors and manages about $15.5 billion in assets under management.

William Espinales is a financial advisor with Primerica Advisors in Pembroke Pines, FL, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has been with Primerica Advisors since 2004 and has worked with Primerica Financial Services since 1995. Outside of advisory services, he is involved with Fortitude Vision Corp, a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities while employing a tiered wrap-fee structure.

Garfield Mcfarlane is a financial advisor with Primerica Advisors in Miami Lakes, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Primerica Advisors since 2004 and also has a long tenure with Primerica Financial Services and American Airlines. Outside of his advisory role, he owns a personal aircraft through Twin Power LLC. 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 emphasizes a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Marc Young is a financial advisor with Primerica Advisors in Miramar, FL, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2000. Outside of his advisory role, he serves as president of MV Young, Inc., a legal entity established for Primerica business purposes, and is involved in sales and referrals related to home security and loan products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and selectively offered separately managed accounts for individual and high-net-worth clients. The firm utilizes third-party asset managers and offers a tiered wrap-fee structure while maintaining oversight and the ability to modify its investment models.

Ma Carmila Ranas is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 12 years of industry experience. Her prior work includes roles at Aetna and Broward Health North. She is involved in sales of loan products and home-related services through affiliated Primerica companies. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, through a wrap-fee asset management program that uses model-delivery strategies managed by unaffiliated asset managers. The firm operates at a large scale with approximately $15.5 billion in assets under management and over 3,600 advisors.

Maxime Smith is a financial advisor with Primerica Advisors holding Series 63 and Series 65 credentials and one year of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services, along with experience as a self-employed advisor. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with approximately 3,698 financial advisors, $15.5 billion in assets under management, and offers advisory services largely based on model-delivery strategies managed by unaffiliated asset managers.

Paul Christodoulou is a financial advisor with Primerica Advisors in Miami Lakes, FL, holding Series 63 and Series 65 credentials and having four years of industry experience. His work history includes roles at PFS Investments Inc., Primerica Financial Services, and SpyroSoft, LLC. Outside of his advisory work, he is an author of a book on fathering a special needs son and operates a YouTube channel called Beyond Limits. Primerica Advisors sponsors a wrap-fee asset management program focused primarily on individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm’s approach centers on model-delivery strategies managed by unaffiliated asset managers and supported by third-party custodians and overlay management.