Smyrna, GA Herodian Way SE Office

Tory Hunter is a financial advisor with Primerica Advisors in Douglasville, GA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked with PFS Investments Inc. since 2014 and has been affiliated with Primerica Financial Services since 2001. Outside of his advisory role, Hunter co-founded The Hunter Associates Group, where he is involved in motivational speaking and self-improvement life coaching. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

Kathryn Montcalm is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior roles include positions at Ridley International Inc. and ongoing work with PFS Investments Inc. She is also involved with Post Oak Baptist Church. In addition to advisory services, she receives compensation for referrals related to home security, automation products, and loan services through affiliated companies. 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 accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure while delegating trading responsibilities to BNY Mellon Advisors.

Brett Wooten is a financial advisor with Primerica Advisors in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Landmark Financial, KSA, BW Holdings LLC, and PFS Investments, Inc. He is involved in sales of investment-related products and also receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Richard Goodloe Jr. is a financial advisor with Primerica Advisors in Smyrna, GA, holding CFP®, Series 63, and Series 65 credentials with four years of industry experience. He has previously worked with Landmark Financial Group, PFS Investments Inc., and Primerica Financial Services. Outside of advisory activities, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors is a large-scale institutional firm managing approximately $15.5 billion in assets, primarily serving individual investors, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-driven strategies and discretionary management supported by third-party custodians and overlay managers.

Jeffrey Vach is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. Prior to his advisory roles, he worked at Lockheed Martin for 26 years. Outside of finance, he co-owns a Bruster's Ice Cream franchise in Marietta, Georgia, where he assists with strategic planning on a limited basis. Primerica Advisors manages a wrap-fee asset management program primarily for 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 approximately $15.5 billion in assets under management, providing advisory services that rely largely on model-driven strategies developed by third-party asset managers.

Roderick Stovall is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2001. Outside of his advisory role, he is the owner of Financial Ascension Specialists, LLC, an entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trading and custody. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

David Lee is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles at Epiq Systems, Marietta City Schools, Kelly Education Services, Sykes Enterprises, Inc., PFS Investments Inc., and Teradata Corporation. He is also involved in the sale of loan products and home-related services through affiliated companies of PFS Investments Inc. Primerica Advisors is a large-scale institutional firm that manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies developed by unaffiliated asset managers and offers advisory services supported by third-party custodians and overlay managers.

Fred Miles is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His work history includes roles at Primerica Financial Services, PFS Investments Inc., Health Quest America, and Landmark Financial Group. Outside of advisory, he is involved in sales of investment-related 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 separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Christopher Woods is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2001. Outside of advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors manages 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 supports advisors with model-based investment strategies and third-party asset managers while operating on a large scale with approximately $15.5 billion in assets under management.

Richard Richmond is a financial advisor at Primerica Advisors with six years at the firm and a total of five years in the industry. He holds Series 63 and Series 65 licenses. Prior to joining Primerica, he spent ten years at AT&T. Richmond is involved in sales of home security and automation products, as well as loan product referrals, through affiliated companies. Primerica Advisors is a large-scale institutional firm managing a wrap-fee asset management program primarily for individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm relies on model-delivery strategies created by unaffiliated asset managers and offers a range of portfolio models including strategic, tactical, and tax-managed approaches.

Thomas Hunter is a financial advisor at Primerica Advisors with over 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Primerica Advisors since 2005, alongside leadership roles at The Legacy Advisory Firm, LLC and Hunter & Assoc. Advisory Firm LLC. Outside of his advisory work, he is a member of The Crabby Hunter, LLC, an entity unrelated to investment services. 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 employs a tiered wrap-fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Paul Sherk is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 1996 and is also associated with Ridley International Inc. since 1998. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and limited discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm employs a curated selection of third-party asset managers and utilizes a tiered wrap fee structure.

Susan Mcqueen is a financial advisor with Primerica Advisors in Marietta, GA, holding Series 63 and Series 65 licenses and with 10 years of industry experience. She previously worked at Eversheds Sutherland (US) LLP and Sutherland Asbill & Brennan. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure rather than fixed fees.

Pinckney Ridley is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked with Primerica Advisors since 2001 and has been associated with Ridley International Inc. since 2007. Ridley also participates in sales of home security, automation products, and loan referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-based investment strategies managed by third parties. The firm operates at scale with approximately 3,987 advisors and $15.5 billion in assets under management.

Patrick Mcclellen is a financial advisor at Primerica Advisors with one year of industry experience. Prior to his current role, he held positions at Thompson Software Solutions Inc. and Vodel Media Inc. He is the CEO and consultant of McClellen Enterprises Inc., a non-investment related business. Primerica Advisors sponsors and manages 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 uses model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.