Newburgh, NY Route 300 Office

Louis Curci is a financial advisor with Primerica Advisors in Marlboro, NY, holding a Series 63 designation and over 31 years of industry experience. He has been with Primerica Advisors since 1993 and with Primerica Financial Services since 1992. Outside of advisory services, he is involved in selling loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and separately managed account options for individual and high-net-worth clients. The firm uses a wrap-fee structure and curates third-party asset managers while delegating trading functions to BNY Mellon Advisors.

Anne Curci is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 32 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2001. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation and trade execution managed by BNY Mellon Advisors and Pershing.

Margaret Schimmelpfennig is a financial advisor with Primerica Advisors in Newburgh, NY, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked with Primerica Advisors since 2018 and has a background in education, having been employed by Hyde Park Central School District for 23 years. In addition to her advisory role, she is involved in sales of loan products and home security referrals through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its investment solutions.

Michelle Rawl is a financial advisor with Primerica Advisors in Newburgh, NY, holding Series 63 and 65 licenses and seven years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2019. Outside of her advisory role, she owns Rawl Research, LLC, a non-investment-related business based in Kingston, NY. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, delivering advisory services through model-based strategies managed by unaffiliated asset managers.