Equitable Advisors

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

At Equitable Advisors, the Cocco family story begins with Salvatore Cocco, their esteemed father, who embarked on his journey with us back in 1995. Over the past four decades, his practice flourished, establishing a strong foundation for their team. In 2005, they were fortunate to welcome Mike, a seasoned professional, who brought his expertise and knowledge to enhance our collective capabilities. And in 2018, Daniel Cocco, CPFA®, AIF® joined their ranks, further bolstering our team and expanding our skill set. Michael Cocco, CFP®, ChFC® states, “As a family-oriented team, we deeply resonate with the responsibilities and intricacies involved in preserving and managing generational wealth. Hence, we have adopted the tagline "Let our family help your family." This phrase encapsulates our commitment to understanding the unique dynamics and challenges that come with wealth management across generations.” #EquitableAdvisors #FathersDay

Equitable Advisors is excited to welcome Lori Brown and James Carroll, along with their team, Star City Private Wealth, to our organization. Star City Private Wealth was attracted to Equitable Advisors because of our organization's robust capabilities, which will help them expand their practice and provide comprehensive financial planning services to their clients. Equitable Advisors' platform, capabilities, and philosophy align perfectly with Brown and Carroll's client service model. We are excited to have Star City Private Wealth join Equitable Advisors! #EquitableAdvisors https://lnkd.in/eMrDRrFh

It’s graduation season! We celebrate students on this milestone and honor the educators who instructed and supported them on this journey to pursue the possibilities.

Equitable Advisors is proud to have Tiffany Osman, a leader in our Baltimore office, presenting an Equitable Excellence Scholarship award in her county of Harrison, WV. #EquitableAdvisors

Equitable Advisors participated for the 8th year in a row in the Charlotte Dragon Boat and Asian Festival. The festival celebrates Asian cultures, diversity and the rich history of dragon boat racing. We had 40 participants competing in two boats, winning 1st and 4th in their respective divisions. #EquitableAdvisors

Equitable Advisors proudly sponsored this year's in-person Women Advisor Summit in Chicago, hosted by InvestmentNews, for the 3rd consecutive year! Tracy Ann Shaw, Ph.D., the Head of Client Engagement at Equitable, took charge as the moderator for a highly engaging panel discussion on "Championing Women Investors – Creating and Enhancing Your Female Client Practice." Equitable Advisors is honored to support and empower women in the financial industry. We are thrilled to have been part of this incredible event and we look forward to continuing our commitment to championing women investors and advancing their financial success. #EquitableAdvisors

At Equitable, we take pride in embracing a culture where uniqueness and the freedom to be yourself is celebrated.