Milford, CT Plains Rd Office

Marc Agresti is a financial advisor with Primerica Advisors in Milford, CT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Primerica Advisors since 1994 and Primerica Financial Services since 1993. Outside of his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Skyler Agresti is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to his current role, he worked in education at Joseph A. Foran High School and Harborside Middle School. He is also involved with the Small Business Development Center. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering model-based investment recommendations through a large network of advisors.

Brandon Gannon is a financial advisor with Primerica Advisors in Milford, CT, holding Series 63 and Series 65 designations. He has three years of industry experience and has held roles at firms including Coldwell Banker Realty and PFS Investments Inc. Outside of financial advising, he has worked in real estate and has experience in the restaurant and vending service industries. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and supports accounts through BNY Mellon Advisors and Pershing custody services.

Nicholas Agresti is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials and one year of industry experience. His work background includes roles at Eastern Connecticut State University and PFS Investments Inc. He has also held positions in education at Joseph A Foran High School and Harborside Middle School. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and offers discretionary separately managed accounts, with operational support from BNY Mellon Advisors and Pershing.