Welcome to Equitable Carolinas!

Serving North and South Carolina

Equitable Advisors

11325 N Community House Rd Suite 450 Charlotte, NC 28277

Phone:

  • 704-540-3000
More Information
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Charles E. Allen, CLU

Financial Professional

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Jacob Aaron

Financial Advisor

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Scott Allen

Financial Advisor

Davis Bandi

Financial Professional

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Kevin Banitt, CFP®

Financial Planner

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Troy Barrentine, CFP®, ChFC, CLU

Financial Advisor

Bryant Barton

Financial Professional

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Jerri Batts

Retirement Planning Specialist

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James Beal

Financial Professional

Colin Bentley

Financial Advisor

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Kristofor Blindenbacher

Financial Professional

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Maxwell Boyd, CFP®

Financial Advisor

(843) 849-7878 ext. 170
maxwell.boyd@oakcapitalmgt.com
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Jonathan Bright

Financial Professional

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James Bross, Jr.

Financial Advisor

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William "Justin" Bruce

Financial Advisor

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Michael Bynarowicz, CFP® ChFC

Financial Advisor

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Ethan Carr

Financial Advisor

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Adrian Caspar

Financial Advisor

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Jeffrey Collins, CLU

Financial Advisor

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Daniel Corley

Financial Advisor

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Ryan Coughlan

Financial Advisor

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Robert Crigler, ChFC, CLU

Financial Advisor

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Benner "B." Crigler, Jr., ChFC, CLU

Financial Advisor

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Bryan Crolla

Financial Advisor

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Tim Cunningham

Financial Advisor

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Sean Dambaugh CFP®

Financial Advisor

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Alex Davidson

Financial Advisor

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James "Perry" Dicus

Financial Advisor

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Sarah Dixon

Financial Advisor

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Wilton "Wil" Drake

Financial Advisor

(919) 913-0235, ext 206
wilton.drake@equitable.com
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Charles Drake, Jr. CLU

Financial Advisor

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Daniel Dupuis, CFP® ChFC

Financial Advisor

Jayden Durrah

Financial Advisor

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Susan Eisenman CFP®

Financial Advisor

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Nicholas Elliott CFP®

Financial Advisor

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John Erwin, CFP®

Financial Advisor

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Henry Fiumara, CFP®, MBA

Retirement Planning Specialist

Matthew Fortenberry

Financial Advisor

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Jim Fortenberry, Jr

Financial Professional

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Bray Friar

Financial Advisor

Attorney Gallman

Financial Advisor

Charles Gorman

Financial Advisor

Peter Graham

Financial Advisor

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Scott Graham

Financial Advisor

Alexander Guess

Financial Professional

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Charles Hammond

Financial Advisor

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Robert Hanks, Jr.

Financial Professional

Gavin Harpst

Financial Advisor

Stuart Harris

Financial Professional

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Ivan Henriquez

Financial Advisor

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William Herring

Financial Advisor

Jason Hoffman

Financial Advisor

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George Holmes, IV, MBA, CFP®

Financial Advisor

Winston Huie

Financial Advisor

Cole Huskey

Financial Advisor

Dianna Jeffries

Financial Advisor

Fernando Jimenez

Financial Advisor

(305) 670-3772
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Brian Johnson

Financial Professional

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Gary "Chris" Johnson, CFP®

Financial Advisor

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Benjamin Kadlec

Financial Advisor

Charles "Rick" Ketner

Financial Advisor

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Bonnie-Clare Kunath, ChFC, CLU, CASL

Financial Advisor

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Henry Kuo, CFP® ChFC, CLU

Financial Advisor

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Matthew Lester

Financial Advisor

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William Link, Jr.

Financial Advisor

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Justin Long

Financial Advisor

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Al Lovelace

Financial Professional

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Annette Lyon

Retirement Planning Specialist

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Thomas Macrone

Financial Advisor

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Daniel G. Maday, ChFC, CLU

Financial Advisor

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John McNeely

Financial Advisor

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Christopher Miller, CFP®, MSFS, ChFC, RICP, CLU

Financial Advisor

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William Milton, Jr., MBA, CFP®, ChCF, CLU

Financial Advisor

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Ross Moore

Financial Advisor

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Willie Myles, MBA, CFA, CFP®

Financial Advisor

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John Nee, ChFC, CLU

Financial Advisor

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Kimberly Negre

Financial Advisor

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Jon O. Neuhs

Retirement Planning Specialist

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Michael Noel

Financial Advisor

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Cole Nolte

Financial Advisor

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Wesley Norman

Financial Advisor

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Benjamin O'Geary

Financial Advisor

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Howell O'Geary

Financial Advisor

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William "Bill" Ogburn, CLU

Financial Advisor

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Derek Oliphant

Financial Advisor

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Jonathan Panning, CFP®

Financial Advisor

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Julia Parks, MBA, CFP®, CLU, ChFC, RICP

Financial Advisor

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John Peterson, Jr.

Financial Professional

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Matthew Piedimonte

Financial Advisor

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James Plair, ChFC, CLU

Financial Advisor

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Patrick Porter

Financial Advisor

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Gentry "Ed" Porter, ChFC, CLU

Financial Advisor

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Robert Powell III

Financial Advisor

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Robert "Bert" Powell IV, CFP®, CLU, AIF®

Financial Advisor

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Austin Poythress CFP®

Financial Advisor

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Christopher Rowe

Financial Advisor

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Michael Roy

Financial Advisor

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Emily Satterlee

Financial Advisor

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Leo Sbardella, Jr.

Financial Advisor

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Waightstill "Wade" Scales IV

Financial Advisor

John Scott

Financial Professional

(336) 812-8001 ext. 20
john.scott@equitable.com
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Stephen Scott

Financial Advisor

Matthew Scuderi

Financial Advisor

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Peter Senick

Financial Advisor

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Steven Siegel

Financial Advisor

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George Sladky, ChFC, CLU

Financial Advisor

Darden Smith

Financial Advisor

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Adam Snelling

Financial Advisor

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Eddy Snow

Retirement Planning Specialist

(704) 636-6681 ext. 105
eddy.snow@equitable.com
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W. "Sandy" Solomon III, ChFC, CLU

Retirement Planning Specialist

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William Spence

Financial Professional

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Edward Spence, ChFC, CLU

Retirement Planning Specialist

Erin Spencer

Financial Professional

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Charles Stewart

Financial Advisor

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Shanna Strickland, CDFA®, LUTCF

Financial Advisor

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H. Micheal Thomas, ChFC, CLU

Financial Advisor

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Jason Thompson

Financial Advisor

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William "Bill" Thompson

Financial Advisor

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William Thompson CFP®

Financial Advisor

Robert Thompson, CLU

Financial Advisor

Douglas Thornton, CLU, ChFC

Financial Advisor

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Juan Trujillo

Financial Advisor

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Bradley S. Turner Jr., MBA

Financial Advisor

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Benjamin UySmith CFP®

Financial Advisor

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Zachary Wall

Financial Advisor

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Jonathan Waterman

Financial Advisor

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Jared Weber

Financial Advisor

Carter Weeks

Financial Advisor

Robert Whiteside

Financial Advisor

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David Wilburn

Financial Advisor

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Morris R. Wilder CPA, PFS

Financial Advisor

Anthony Williams

Financial Advisor

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Jazmin Williams

Financial Advisor

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Michael Wilson CFP®

Financial Advisor

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Clayton Wise

Financial Advisor

Michael Wise

Financial Advisor

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Douglas Wolfrath

Financial Advisor

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Laura Wolfrom

Financial Advisor

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Bunn Woodard, Jr ChFC, CLU, LUTCF

Financial Advisor

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Glenn Woodlief

Financial Advisor

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Norris Woody

Financial Advisor

Gregory Zimmer

Financial Advisor

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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