David Roberts
About David Roberts
David Roberts serves as the Regional Vice President at Primerica, where he has worked since 2007. He plays a key role in helping families achieve financial independence and is licensed to operate in five states.
Work at Primerica
David Roberts has served as Regional Vice President at Primerica since 2007, accumulating 17 years of experience in this role. He operates from Duluth, Georgia, and is part of a team dedicated to helping families achieve financial independence. His work involves addressing debt issues and providing financial solutions to clients. Roberts is licensed to operate in five states: New Jersey, New York, Maryland, Virginia, and North Carolina. He plays a key role in Primerica's mission, which includes serving approximately 6 million clients across the U.S., Canada, and Puerto Rico.
Education and Expertise
David Roberts studied Accounting and Finance at Kean University from 1985 to 1989. His educational background provides him with a solid foundation in financial principles, which he applies in his role at Primerica. Additionally, he attended East Orange High School from 1998 to 2002. His expertise in finance and accounting supports his contributions to Primerica's initiatives, particularly in managing client assets and providing financial education.
Background
David Roberts has a long-standing commitment to Primerica's mission of financial empowerment. His involvement in the company aligns with its focus on helping families navigate financial challenges, particularly concerning debt and insurance. His role as Regional Vice President places him in a strategic position to influence the financial well-being of clients in multiple states.
Achievements
Throughout his tenure at Primerica, David Roberts has contributed to significant initiatives, including providing affordable term life insurance to middle-income families. He is also involved in managing nearly $25 billion in assets for securities clients, showcasing his influence in the financial services sector. His work supports Primerica's broader goals of financial education and independence for families.