Middletown, NY Dewitt St Office

Joseph Campanella is a financial advisor with Primerica Advisors, holding a Series 63 designation and 26 years of industry experience. He has been with Primerica Advisors since 1999 and Primerica Financial Services since 1998. Outside of advisory work, he is involved with Campanella & Associates, Inc., an investment-related entity formed for Primerica business purposes, and is a member of 10X Signature Group, LLC, a non-investment related entity. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering a range of strategic, tactical, tax-aware, and income distribution investment models.

Andrew Weyant is a financial advisor with Primerica Advisors in Middletown, NY, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2014. In addition to his advisory role, he is involved in sales of loan products and referrals for home security and automation 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 uses third-party asset managers and BNY Mellon Advisors for model implementation, operating under a tiered wrap-fee structure and maintaining oversight of its investment models.

Michael Berlin is a financial advisor with Primerica Advisors, holding a Series 63 license and bringing 14 years of industry experience. He has worked at PFS Investments Inc. since 2011 and Primerica Financial Services since 2010, and he has operated Berlin LLC since 1999. Outside of his advisory work, Berlin owns Lucky Munchkin, Inc. and serves as a board member of the Middletown-Goshen Convalescent in Middletown, NY. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts primarily to individual and high-net-worth clients. The firm uses third-party asset managers and offers a tiered wrap-fee structure, focusing on retail investors rather than institutional pension or profit-sharing plans.

Richard Perez is a financial advisor with Primerica Advisors in Middletown, NY, holding a Series 63 designation and bringing 14 years of industry experience. He has been with PFS Investments Inc. since 2014 and Primerica Financial Services since 1998. In addition to his financial advisory role, he has served with the Town of Chester Police since 2006. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Peter Vanetten is a financial advisor with Primerica Advisors, holding a Series 63 designation and 22 years of industry experience. His work history includes roles at HeritageEnergy and PFS Investments Inc., where he has been employed for over two decades. Outside of investment advisory, he is involved in the sale of loan products and home-related services through Primerica Mortgage, LLC and 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 separately managed account options. The firm employs a tiered wrap-fee structure and curates third-party asset managers to implement its investment models.

Rachel Hendricks is a financial advisor with Primerica Advisors based in Middletown, NY, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her prior roles include work with Faith A. Ullmann & Associates LLC and involvement in local community organizations such as the Pocono Mountains Economic Development Corporation and Milford Township. She also has experience selling loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors alongside corporate and charitable clients. The firm utilizes model-driven strategies managed by unaffiliated asset managers and offers discretionary portfolio management supported by BNY Mellon Advisors and Pershing, focusing on a broad range of investment models including those with cryptocurrency exposure.

Mary Martin is a financial advisor with Primerica Advisors in Middletown, NY, holding a Series 63 designation and 12 years of industry experience. She has worked at Primerica Advisors since 2014 and previously at Warner Construction Inc. from 2018 to 2019. In addition to her advisory role, Martin operates accounting and bookkeeping services through As You Wish Accounting and Tax Service and Cedar Lakes Estate LLC. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a large network of nearly 3,700 advisors. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Karla Galazzo is a financial advisor at Primerica Advisors with 18 years of industry experience. She holds a Series 63 designation and has worked at Primerica since 2006. Her prior experience includes roles at Orange County Partnership and Princeton Upholstery. In addition to her advisory work, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm uses a wrap-fee structure and curates third-party asset managers, delegating trading and overlay functions to BNY Mellon Advisors.

Michael Decker is a financial advisor at Primerica Advisors with nine years of industry experience. He holds a Series 63 designation and has been with Primerica Advisors since 2016. Outside of his advisory role, he is involved with Rock Hill Tax Service, LLC as a tax preparer. Primerica Advisors provides 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 curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Nancy Wright is a financial advisor with Primerica Advisors in Middletown, NY, holding a Series 63 designation and 21 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2004. In addition to her advisory role, she is involved in the sale 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, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and offers a range of investment models, including options involving cryptocurrency ETFs.

Leonard Curcio is a financial advisor with Primerica Advisors in Middletown, NY, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He has worked at Primerica Financial Services since 2005 and has held roles at Transamerica Financial Advisors, World Financial Group, and Hagerty Consulting, where he also works as a project manager-engineer assessing hurricane-related damages for the city of New York. He is involved in sales of investment-related products and non-investment referrals through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program that delivers advisory services largely through model-based strategies managed by unaffiliated asset managers.