Summerville, SC Nexton Square Dr. Office

Robert Swindle is a financial advisor with Primerica Advisors based in Summerville, SC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance since 2018, and previously at MML Investors Services and Mass Mutual Life Insurance Company from 2012 to 2018. In addition to his advisory role, he is involved in offering insurance products beyond Guardian Life. Primerica Advisors serves a diverse retail client base, providing brokerage and advisory services, financial planning, and business consulting. The firm utilizes a combination of proprietary and third-party investment strategies and offers various account-level features including lending solutions and tax-harvesting.

Jimmy Lewis is a financial advisor with Primerica Advisors based in Summerville, SC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior work includes roles at Guardian Life Insurance Company, Park Avenue Securities, and New York Life. Outside of his advisory work, he serves as executor and power of attorney for family estates. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial planning and retirement-plan consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a variety of account-level services such as lending solutions and donor-advised fund options.