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
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Charles E. Allen, CLU

Financial Professional

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Jacob Aaron

Financial Consultant

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Scott Allen

Financial Consultant

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Kevin Banitt, CFP®

Financial Planner

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Troy Barrentine, CFP®, ChFC, CLU

Financial Advisor

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Jerri Batts

Retirement Planning Specialist

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James Beal

Financial Professional

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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 Consultant

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William "Justin" Bruce

Financial Consultant

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Michael Bynarowicz, CFP®

Financial Consultant

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Allison Campbell

Financial Consultant

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Ethan Carr

Financial Consultant

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Adrian Caspar

Financial Consultant

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Jeffrey Collins, CLU

Financial Consultant

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Daniel Corley

Financial Consultant

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Ryan Coughlan

Financial Consultant

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Robert Crigler, ChFC, CLU

Financial Consultant

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

Financial Consultant

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Bryan Crolla

Financial Consultant

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Logan Culver

Financial Consultant

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Tim Cunningham

Financial Consultant

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Sean Dambaugh CFP®

Financial Consultant

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Alex Davidson

Financial Professional

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James "Perry" Dicus

Financial Consultant

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Sarah Dixon

Financial Consultant

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Wilton "Wil" Drake

Financial Consultant

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

Financial Consultant

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Daniel Dupuis, CFP®

Financial Consultant

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David Dutton

Financial Consultant

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Susan Eisenman, CFP®

Financial Consultant

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Nicholas Elliott

Financial Consultant

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John Erwin, CFP®

Financial Consultant

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Henry Fiumara, CFP®, MBA

Retirement Planning Specialist

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Jim Fortenberry, Jr

Financial Professional

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Bray Friar

Financial Consultant

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Mitchell Garrett

Financial Consultant

Charles Gorman

Financial Consultant

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Scott Graham

Financial Consultant

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Bennie Greene

Financial Professional

Alexander Guess

Financial Professional

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Charles Hammond

Financial Consultant

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Robert Hanks, Jr.

Financial Professional

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Ivan Henriquez

Financial Consultant

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George Holmes, IV, MBA, CFP®

Financial Consultant

Winston Huie

Financial Consultant

Fernando Jimenez

Financial Consultant

(305) 670-3772
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Brian Johnson

Financial Professional

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Chandler Johnson

Financial Professional

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Gary "Chris" Johnson, CFP®

Financial Consultant

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Jonathan Juhl

Financial Consultant

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Benjamin Kadlec

Financial Consultant

Charles "Rick" Ketner

Financial Consultant

Michael Krueger

Financial Consultant

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Bonnie-Clare Kunath, ChFC, CLU, CASL

Financial Consultant

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Henry Kuo, CFP® ChFC, CLU

Financial Consultant

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Al Lovelace

Financial Professional

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Annette Lyon

Retirement Planning Specialist

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Thomas Macrone

Financial Consultant

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Daniel G. Maday, ChFC, CLU

Financial Consultant

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Robert Matricardi, CFP®

Financial Consultant

Paula Matthews, CLU

Financial Consultant

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Charles McCarthy

Financial Consultant

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Luke McKinney

Financial Consultant

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John McNeely

Financial Consultant

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

Financial Consultant

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

Financial Consultant

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Ross Moore

Financial Professional

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Willie Myles, MBA, CFA, CFP®

Financial Consultant

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John Nee, ChFC, CLU

Financial Consultant

Kimberly Negre

Financial Advisor

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Jon O. Neuhs

Retirement Planning Specialist

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Michael Noel

Financial Consultant

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Cole Nolte

Financial Consultant

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Wesley Norman

Financial Consultant

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Howell O'Geary

Financial Consultant

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Benjamin O'Geary

Financial Consultant

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Adam Oates

Financial Consultant

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William "Bill" Ogburn, CLU

Financial Consultant

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Derek Oliphant

Financial Professional

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Jonathan Panning, CFP®

Financial Consultant

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

Financial Consultant

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John Peterson, Jr.

Financial Professional

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James Plair, ChFC, CLU

Financial Consultant

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Patrick Porter

Financial Consultant

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Gentry "Ed" Porter, ChFC, CLU

Financial Consultant

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Robert Powell III

Financial Consultant

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

Financial Consultant

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Austin Poythress CFP®

Financial Consultant

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James Rodgers

Financial Consultant

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Christopher Rowe

Financial Consultant

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Michael Roy

Financial Consultant

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Emily Satterlee

Financial Consultant

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Leo Sbardella, Jr.

Financial Consultant

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Waightstill "Wade" Scales IV

Financial Consultant

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Laura Scherwitz

Financial Consultant

John Scott

Financial Professional

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

Financial Consultant

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Steven Siegel

Financial Consultant

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George Sladky, ChFC, CLU

Financial Consultant

Darden Smith

Financial Consultant

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Adam Snelling

Financial Consultant

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Lee Snow

Financial Consultant

(704) 636-6681 ext. 107
lee.snow@equitable.com
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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 Consultant

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Shanna Strickland, CDFA®, LUTCF

Financial Consultant

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Roger G. Taylor, ChFC, CLU, LUTCF

Retirement Planning Specialist

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H. Micheal Thomas, ChFC, CLU

Financial Consultant

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Jason Thompson

Financial Consultant

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William Thompson

Financial Consultant

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William "Bill" Thompson

Financial Consultant

Robert Thompson, CLU

Financial Consultant

Douglas Thornton, CLU, ChFC, CFP®

Financial Consultant

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Nicholas Tolerton

Financial Consultant

Dana Tomkalski

Financial Professional

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Juan Trujillo

Financial Consultant

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Bradley S. Turner Jr., MBA

Financial Consultant

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Benjamin UySmith

Financial Consultant

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Jonathan Waterman

Financial Consultant

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Jared Weber

Financial Consultant

Robert Whiteside

Financial Consultant

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John Wicker

Financial Consultant

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David Wilburn

Financial Consultant

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Morris R. Wilder CPA, PFS

Financial Consultant

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Larry "Kirk" Wilkerson

Financial Consultant

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Jazmin Williams

Financial Professional

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Rhonda Williamson

Financial Professional

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Michael Wilson CFP®

Financial Consultant

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Clayton Wise

Financial Consultant

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Douglas Wolfrath

Financial Consultant

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Bunn Woodard, Jr ChFC, CLU, LUTCF

Financial Consultant

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Glenn Woodlief

Financial Consultant

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Norris Woody

Financial Consultant

Gregory Zimmer

Financial Consultant

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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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