White Plains, NY South Broadway Office

Jasmine Warner is a financial advisor with Primerica Advisors in Yonkers, NY, holding a Series 63 designation and 12 years of industry experience. Her work history includes roles at PFS Investments Inc. and Primerica Financial Services. In addition to her advisory work, she receives compensation for sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm uses a curated selection of third-party asset managers and employs a tiered wrap-fee structure for its services.

Julian Rock is a financial advisor with Primerica Advisors in Whiteplains, NY, holding a Series 63 designation and 10 years of industry experience. His career includes roles at Charter Communication, PFS Investments Inc., Primerica Financial Services, and Cablevision. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management mainly through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Shannon Woolery is a financial advisor with Primerica Advisors in White Plains, NY, holding a Series 63 designation and 12 years of industry experience. Prior to joining Primerica, Woolery worked at The Wellness Network for one year. Outside of advisory services, Woolery receives compensation for part-time referrals of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering model-based investment strategies supported by third-party managers and custodians.

Derek Rodriguez is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and five years of industry experience. He has worked with PFS Investments Inc. since 2024 and has experience in the hospitality sector, including roles at Captain Lawrence Brewery and Game Day Sports Bar. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a large network of financial advisors. The firm employs model-based investment strategies managed by unaffiliated asset managers and supports trade execution and custody through established partners.

Mervyn Boone Jr is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 20 years of industry experience. He has been affiliated with Primerica Advisors since 2005 and is also the owner of Z & M Associates, Inc. Boone receives non-investment related compensation for referrals of home security and automation products through Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and limited discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Christian Sposta is a financial advisor with Primerica Advisors in Whiteplains, NY, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to his current role, he has worked at Primerica Financial Services and has experience in non-financial sectors including entertainment at The Capitol Theatre and gaming. Outside of advisory work, he is engaged in part-time sales related to loan products and home security services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies developed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Trishanya Diedrick Smith is a financial advisor with Primerica Advisors in White Plains, NY, holding a Series 63 designation and eight years of industry experience. She has worked at PFSI Investments Inc. since 2018 and Primerica Financial Services since 2016. Outside of advising, she is involved in sales of investment-related products and also receives compensation for referrals related to home security, automation, and loan products 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 relies on model-delivery strategies managed by third parties and utilizes discretionary separately managed account options.