Paoli, PA Office

Gerald Petrus Sr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and over 30 years of industry experience. He has been with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Outside of advisory work, he has engaged in sales of loan products and home-related services through affiliated companies, and has experience as a proctor for professional credential testing. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, along with corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-driven strategies managed by third-party asset managers.

Salvi Debellis is a financial advisor with Primerica Advisors in Paoli, PA, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior work includes 14 years at Lincoln Financial Distributors before joining Primerica Financial Services and Primerica Advisors in 2019. Outside of his advisory role, he is involved with DiSabatino Landscaping. 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 within a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, providing a tiered percentage-based fee approach.

Scott Safford is a financial advisor with Primerica Advisors in Paoli, PA, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Intralinks and Lincoln Financial Distributors. In addition to advisory services, he 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 as part of its operational model.

Daniel Maltby is a financial advisor with Primerica Advisors in Paoli, PA, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He previously worked at Credit Suisse from 2007 to 2024 before joining Primerica. Outside of advisory work, he is involved with Clarendon Partners as a project employee and participates in referral activities related to home security and automation products. Primerica Advisors offers 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 an operational model centered on tiered wrap fees.