Our goal is providing insight and peace of mind - helping individuals and families reach their goals across all industries, all across the US. Core Focus: Financial Planning & Wealth Management, Retirement Planning, Short to Mid Term Investment Strategies (Advisory, Managed, Brokerage, & Structured Accounts), Tax Diversification, College Education Planning, Life, Long Term Care & Health Insurance. Well versed in managing trading restrictions for Law Firms, Investment Banks, Management Consultants, etc. as needed.We manage our firm as an integrated whole. Our members have varying practice areas and demographic focuses that collaborate together to provide our clients with the full-service capabilities they require to formulate and execute a comprehensive and holistic financial plan. We measure our performance not by short term results but by the long term success of our clients. Also, I am currently looking to grow my team within Equitable Advisors. Seeking driven and hard working candidates that have an interested in learning more about the financial services industry
Listed skills include Retirement Planning, Financial Services, Teamwork, Microsoft Word, and 5 others.