Middleboro, MA E Grove St Office

Colin Mc Clean is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services for over two decades, along with various roles in advisory and related services. Outside of traditional advisory work, he is involved in sales of loan products and home security and automation services through Primerica-affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-driven portfolio strategies managed by third parties. The firm supports a large advisor network and offers a range of strategic and tactical investment models with custody and trade execution services provided by Pershing.

Kerry Claflin is a financial advisor with Primerica Advisors in Middleboro, MA, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Primerica Advisors, Claflin worked at Merrill from 2020 to 2025 and Bank of America from 2012 to 2020. Outside of advisory work, Claflin is involved in the sale of loan products and home-related services through affiliated companies of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure while maintaining oversight of its investment models.

Christopher Melendy is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has worked at PFS Investments Inc. since 2006 and Primerica Financial Services since 2005. Melendy also served with the Cambridge Fire Department from 1997 to 2022. He receives compensation for sales of loan products and home security referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.