Equitable Advisors

Our James P. Mellin, ChFC, CLU had a thrilling conversation to share on an adventurous episode of Crushing It featuring the remarkable Rob Redwine! Rob's life has been an incredible journey, from starting in the business in 1977 to exploring the far reaches of the globe. Tune in and get inspired to embark on your own journey! Thank you, Rob Redwine for for #CrushingIt Link to Listen: https://lnkd.in/ezHFn3BR

Hoping you have a sparkling July 4th holiday filled with fun, fireworks and time spent with loved ones.

Equitable Advisors' supported independence model provides you with the structure to deliver an exceptional client experience and to achieve the vision you have for your practice. It also helps reduce the costs of running your practice while offering opportunities to maximize both short- and long-term compensation and equity. Talk to one of our market leaders to learn more.https://bit.ly/3RSrWqn

A big thank you to Emma Brandt and Phoebe Son Oh in the Equitable Advisors Carolinas branch for volunteering their time and showing the Road to Hire students a day in the life as a financial professional while they continue their career exploration. Brandt & Son Oh highlighted the essential skills, traits, and characteristics needed to be succeed in this role. They also shared how their passion for helping and building relationships led them to a fulfilling path with our organization. #EquitableAdvisors

It is with great pleasure that we recognize the exceptional dedication and hard work of our team of advisors. Their unwavering commitment to excellence has earned them well-deserved recognition in the 2024 AdvisorHub Advisor to Watch Rankings! Our Advisors to Watch winners stand out by managing assets, delivering top-notch service, and achieving impressive growth levels. Join us in celebrating the success of our Advisors to Watch finalist! #EquitableAdvisors https://lnkd.in/eq7WeBMw

Summer is finally here! We hope yours is filled with lots of sun, fun and relaxation.

Join us for a recruiting due diligence meeting hosted in San Diego! This event provides a great opportunity for experienced advisors to connect with our senior leadership and learn how our supported independence model may be the right fit to scale your practice. Learn more about this exciting opportunity!

Our leaders here at Equitable Advisors are not only dedicated to their careers but also cherish the opportunity to work alongside their families. This is evident in the experiences of David Karr and James P. Mellin, ChFC, CLU. David Karr was inspired to join Equitable Advisors because he witnessed his father's successful and fulfilling career at the company. Similarly, Jim Mellin's children have had the privilege of observing their father's professional growth at Equitable Advisors. We are proud to showcase our leaders and advisors this past week for Father's Day. Sending warm wishes to all fathers out there on this special day. Enjoy!

As a father at Equitable Advisors, William Degnan expresses his immense pride in the accomplishments of his daughters. He believes that working at Equitable Advisors has not only provided him with personal fulfillment but has also contributed positively to his family life. The company's values and the skills he has acquired through his work have evidently had a profound impact on his journey as a father, making him a better role model for his children. Here’s what Degnan has to say, "I have always felt that working at Equitable Advisors has made me a better father and a better role model for my children. The work ethic, the communication skills, and the relationship building that goes along with our business is what I have tried to instill in my daughters. On this Father's Day, I could not be prouder of the successful young women that they have become." #EquitableAdvisors #FathersDay

As an Equitable Advisor, Todd Johnson's career has granted him an incredible level of control over his calendar, fostering an ideal work-life balance. This flexibility allows him to prioritize and accommodate family events, ensuring that he is actively involved in all of his children's activities, such as baseball, drama, choir, basketball, and track. In his role, Todd says, “I have the privilege of helping my clients build and protect their wealth. By dedicating myself to assisting clients in attaining their objectives, I have not only brought them fulfillment but also propelled my own family towards the realization of our aspirations. This symbiotic relationship between helping clients achieve their goals and enabling our family to achieve ours has fostered a mutually beneficial journey towards financial success and fulfillment throughout my career at Equitable Advisors.” #EquitableAdvisors #FathersDay