About Us

Our Qualifications

We are very selective with regards to who we hire at Equitable.  Education, reputation and prior history are carefully scrutinized prior to any advisor joining our firm, and many candidates are turned away each month.  The select associates we hire are put through a rigorous training program where they are instructed not only on sound financial strategies, but also on how to determine what is truly important to each individual client.

Our seasoned advisors are also provided with resources and opportunity to keep up with new trends and updated strategies. This ensures that our clients are receiving best-in-class service.    

Several of our advisors have been educated at the Wharton School, and many have attained the credential of Retirement Planning Specialist through Wharton. 

For a list of our Financial Professionals, please visit the Our Professionals page.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com

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