Roswell, GA Sun Valley Drive Office

Stanley Helm is a financial advisor with Primerica Advisors in Roswell, GA, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked at Primerica Advisors since 1999 and concurrently at Peachtree Planning Corporation and The Guardian Life Insurance Company since the late 1990s and mid-1990s, respectively. Primerica Advisors operates under Park Avenue Securities LLC, serving a broad retail client base with a range of brokerage and advisory services. The firm offers proprietary and third-party investment programs, financial planning, and consulting, managing approximately $15 billion in regulatory assets under management.

Paul Ellington is a CFP® and ChFC® with 37 years of industry experience. He has been with Primerica Advisors since 1999 and has held roles at Peachtree Planning Corporation and Guardian Life Insurance Company since the late 1980s. He is involved with the Wealth & Wisdom Educational Center, which focuses on topics such as home mortgage details, government debt issues, taxation, and interest rate trends. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary model portfolios, third-party managers, and a digital advice platform to implement a variety of investment strategies.

Grant Segal is a financial advisor with Primerica Advisors in Roswell, GA, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Primerica Advisors since 1999 and also maintains affiliations with Peachtree Planning Corporation and The Guardian Life Insurance Company. Outside of his advisory work, he provides springboard diving lessons to youth through the Atlanta Diving Association. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a range of proprietary and third-party investment strategies across various account types.