Rockledge, FL Admiralty Blvd Office

Luther Setzer is a financial advisor at Primerica Advisors with seven years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Primerica since 2018. Prior to his financial services career, he spent 36 years at NASA. Outside of finance, he works part-time as a TV, film, and voice actor. Primerica Advisors is a large-scale firm serving primarily individual investors, including 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 incorporates an overlay manager and custody support for trade execution and account custody.

Steven Leatherman is a financial advisor with Primerica Advisors in Rockledge, FL, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1996. Outside of his advisory work, he is a partner in Six Digit Yacht Club, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating with a percentage-based wrap fee structure.

Lisa Anderson is a financial advisor at Primerica Advisors with 31 years of industry experience. She holds Series 63 and Series 65 designations and has been with Primerica since 1995. Outside of her advisory role, she serves as president of Anderson & Anderson of Coral Springs, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both 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 employs model-driven investment strategies supported by third-party asset managers and custodians.

Limone Morales is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and six years of industry experience. Their work history includes positions in retail, healthcare ministry, and investment services. Outside of financial advising, Morales works as an independent contractor driver for non-investment-related companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients through model-delivery strategies created by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices, offering a range of strategic and tactical investment models supported by third-party custodians and overlay managers.

David Bailey is a financial advisor with Primerica Advisors in Rockledge, FL, holding Series 65 and Series 63 licenses and with 12 years of industry experience. He has worked at Primerica Advisors since 2013 and has held roles at organizations including Steward Sebastian Hospital and Health First. He is also involved with Six Digit Yacht Club Inc., serving as its office manager. Primerica Advisors is a large institutional firm managing a wrap-fee asset management program primarily for individual investors, including high-net-worth clients, as well as corporate and charitable accounts. The firm uses model-based strategies managed by third-party asset managers and supports execution and custody through BNY Mellon Advisors and Pershing.