Orlando, FL Southland Blvd Office

Omar Morales Vazquez is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 65 and Series 63 credentials and 27 years of industry experience. He has worked with Primerica since 1997, spanning roles at both Primerica Financial Services and Primerica Advisors. Outside of his primary advisory role, he is involved with Freedom Lives Here, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors using model portfolio strategies managed by third parties, with support from custodians including Pershing and BNY Mellon Advisors.

Milady Irizarry is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 65 and Series 63 credentials and offering 11 years of industry experience. She has worked at Primerica Advisors since 2014 and is also involved with TaxWorks. Outside of her advisory role, she is a licensed real estate agent with Keller Williams Capital Realty. Primerica Advisors is a large institution serving primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm provides a wrap-fee asset management program that relies on model-delivery strategies managed by unaffiliated asset managers.

Maximilian Gold is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and over 21 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2004. Outside of his advisory role, he owns Fluorescent Village, LLC, a non-investment-related business. 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 curates third-party asset managers and uses a tiered wrap fee structure for its services.

Maria Vigil is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 credentials and possessing 38 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 1988. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Bradley Geltzer is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2021 and previously held positions at firms including Cetera Investment Services and LPL Financial. In addition to his advisory role, he is involved in sales of investment-related products and receives compensation for referrals of home security and automation products 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 curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation handled by BNY Mellon Advisors.

Nicole Fuhrer is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and over 21 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services for more than two decades and has also held roles in education and logistics. Outside of her advisory work, Fuhrer is an ESL instructor at the Inlingua Language Institute and provides English coaching services. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through established custodians.