New Bedford, MA Union St Office

Lisa Forness is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and having 34 years of industry experience. She previously worked at Stifel for 22 years before retiring from the industry twice between 2018 and 2024. Outside of advisory work, she is an author of a children’s book titled *Bartholemew and the Summer of Grace* and owns a publishing company. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Diane Diblasi is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has been associated with PFS Investments Inc. and Primerica Financial Services since 2013. Outside of her advisory role, she is involved in the sale of loan products and home-related 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 discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its investment offerings.

Nelson Linhares is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with PFS Investments Inc. since 2007 and Primerica Financial Services since 2006. In addition to his advisory role, Linhares is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment solutions.

Joseph Ford is a financial advisor with Primerica Advisors in New Bedford, MA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Wolters Kluwer Legal Education and eCampus.com. Outside of his advisory role, he is involved with GLG and works as a Channel Relationship Manager for Kortext, a digital content company. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and 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 for its services.

Jason Hawkes is a financial advisor with Primerica Advisors in New Bedford, MA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with PFS Investments Inc. since 2006 and Primerica Financial Services since 2004. In addition to advisory services, he is involved in sales of loan products and home security-related services 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 a limited number of separately managed account options. The firm curates third-party asset managers and utilizes a tiered wrap fee structure for its investment solutions.