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Robert R

Series 66

Auburn Hills, MI

Equitable Advisors

Robert Rowling is a financial advisor with Equitable Advisors, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2001 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he serves as Commissioner for Michigan Sting Hockey. Equitable Advisors provides financial planning, retirement consulting, and asset-management services to individuals, pension plans, corporations, and institutional clients. The firm delivers its services through a network of investment adviser representatives and emphasizes matching clients with program models or discretionary managers, utilizing a range of mutual funds, ETFs, separately managed accounts, and select alternative investments.

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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