Equitable Advisors Employee Directory

10 Madison Avenue 2nd Floor Morristown, NJ 07960 Welcome to my web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports. I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to financial planning. Most... important, I hope you see the value of working with skilled professionals to pursue your financial goals. As an Equitable Financial Advisor, I will spend the time required with you to understand your financial concerns, whether it is investment objectives, retirement planning, insurance protection, college funding, estate planning strategies or any other planning need. I can develop a personalized financial program with precision and effectiveness. As time goes on, I will help you consider your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving all your long-term investment needs. Through Equitable Advisors and its affiliates, I can offer a broad range of financial products and services which include but aren't limited to: After graduating from West Virginia University in 2002 with a bachelor's degree in finance, I began my career in the financial services industry at the Equitable Advisors Woodbridge, NJ office. In 2009 I completed the rigorous coursework necessary to sit for the CFP® board exam and received the title of CERTIFIED FINANCIAL PLANNER professional in 2010 after passing the exam. I also maintain the FINRA Registrations Series 7, 24 and 66, as well as Life and Health Insurance licenses. Thank you for visiting my Web site! Feel free to call or email me with any questions you have. CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Boards initial and ongoing certification requirements. Securities and investment advisory services offered through ...Read More