Charlie Dear Email & Phone Number

At Equitable Advisors, I help individuals through an all-inclusive planning approach. Equitable’s services allows me to serve all of my client’s needs ranging from life insurance, retirement & estate planning strategies, asset management, long term care as well as strategies for employers and business owners. I create customized strategies and offer products from hundreds of leading investment and insurance companies. As a Financial Professional with Equitable Advisors, LLC, and an agent of Equitable Network, LLC and its subsidiaries, I work with dozens of providers to offer a variety of financial products and services; including, Retirement Planning, Education Planning, Business Planning, Mutual Funds, Brokerage Accounts, Life Insurance, Disability Income Insurance, Annuities, and Employer-Sponsored Retirement Plans such as 401(k), 403(b)/TSA and 457(b)/EDC. As a financial professional, my mission is to provide the highest level of service available through helping clients identify and prioritize their financial objectives. I currently hold the FINRA Series 7 and Ohio Life and health licenses.I attended Jackson High School in Massillon, Ohio and earned my Finance and Business Management Degrees from The University of Mount Union in Alliance, Ohio. While attending college I was a four-year letterman, two time National Champion, two time Team Captain (’16, ’17), two time 1st team all-conference selection, two time All-North Region selection, and 2017 AP All-American.In my free time, I enjoy traveling, visiting family, fishing and frisbee. Please contact me at 304-238-8599 or at charlie.dear@Equitable.com as a resource for planning your financial goals.

Listed skills include 403B Services, 401K Rollovers Strategies, Annuities, Asset Allocation Strategies, and 20 others.