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Preston R

Series 66

Asheboro, NC

Equitable Advisors

Preston Russell is a Series 66-licensed financial advisor at Equitable Advisors with four years of industry experience. Before joining Equitable Advisors in 2022, he held positions at Eagle Point Golf Club, BenchMark Physical Therapy, Pinewood Country Club, and Covanta Environmental Solutions. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and uses a combination of proprietary and third-party investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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John M

Series 66

Asheboro, NC

Equitable Advisors

John Mcneely is a financial advisor at Equitable Advisors with 27 years of industry experience and holds the Series 66 designation. He has been with Equitable Advisors since 2001, including its prior affiliation as AXA Advisors. Outside of his advisory role, Mcneely is involved in community activities such as serving as a counselor for the Boy Scouts of America Randolph NC District, participating in his local First Presbyterian Church committee, volunteering with Community Bible Study, and acting as a tool reviewer for Stanley Black and Decker Inc. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm employs a range of advisory models often implemented through third-party sponsors and provides ERISA fiduciary services to qualified plans through credentialed representatives.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Scott A

Series 63, Series 65

Asheboro, NC

Equitable Advisors

Scott Allen is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Equitable Advisors since 2011, including during its prior affiliation as AXA Advisors. Outside of advising, Allen serves as Treasurer on the Asheboro Randolph Chamber of Commerce board, is involved with the Asheboro Rotary Club and Rotary District 7690 membership efforts, and participates on the community awareness committee for Randolph Electric Membership Corporation. He is also a joint partner in Snow Benefits Group, which offers group health insurance. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives and utilizes a variety of programs and third-party asset managers, focusing on customized risk assessment and tailored investment models.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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