West Palm Beach, FL S Australian Ave Office

Cara Puccio is a financial advisor with Primerica Advisors in West Palm Beach, FL, holding Series 63 and Series 66 registrations and bringing 13 years of industry experience. Her prior roles include six years at Morgan Stanley and eight years at Stifel. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure rather than fixed fees.

George Gundersen is a financial advisor with Primerica Advisors in West Palm Beach, FL, holding Series 63 and Series 65 licenses and 15 years of industry experience. His career includes roles at PFS Investments Inc. and Ocwen Financial Corporation. He is also involved in sales and referrals of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily 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 for its services.

Seth Guerra is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials. He has been in the industry since 2023, with prior work experience in education and the service sector. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors and select corporate and charitable clients. The firm delivers advisory services through a large network of advisors and utilizes model-driven investment strategies managed by third-party asset managers.

Mark Parks Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has served in various roles including CFO of Hillsboro Club and owner of several non-investment related businesses such as MAP CPA Group International LLC and Mark A. Parks Jr. International Inc. Parks is also the author of *The Gift: The Essential Guide to Money and Investments for Women*. 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 and delivers advisory services using model-driven strategies managed by unaffiliated asset managers.