Savannah, GA Forest Park Drive Office

Team
Updated today

Client AUM

$15,417,486,405

Clients

67,586

Advisors

2

Of 3,977 advisors across 1,249 offices

Location

6815 Forest Park Drive, Unit 124

Savannah GA 31406

Advisors at this office

2

Advisors at this office

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Aaron M

Series 65, Series 63

Savannah, GA

Primerica Advisors

Aaron Monegan is a financial advisor with Primerica Advisors in Savannah, GA, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at PFS Investments Inc. and Perspecta Inc. He also engages in sales of loan products and home-related services through affiliated companies. Primerica Advisors serves primarily 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 utilizes model-delivery strategies managed by unaffiliated asset managers and supports a range of investment approaches.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Darryl W

Series 63, Series 65

Savannah, GA

Primerica Advisors

Darryl Wright is a financial advisor with Primerica Advisors in Savannah, GA, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1994. Outside of his advisory role, Wright owns Wright Wealth Builders, LLC, a legal entity formed for real estate purchases. 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 under a wrap-fee structure. The firm curates third-party asset managers and oversees portfolio implementation via BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
View complete list of advisors at this office
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