Suisun City, CA Office

Wendell Thomas is a financial advisor with Primerica Advisors in Suisun City, CA, holding Series 65 and Series 63 licenses with six years of industry experience. He previously worked at Wells Fargo Bank for 17 years and has been a self-employed DJ since 2010. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-delivery strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody. The firm maintains a large network of advisors and approximately $15.5 billion in assets under management.

Stephisha Ycoy Walton is a financial advisor with Primerica Advisors in Oakland, CA, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has been affiliated with PFS Investments Inc. since 2014 and Primerica Financial Services since 2013. Outside of her advisory role, Walton is an educator at The Freedom School and is involved as a beta tester for the Capital Group Community Wealth Council. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.