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William B

Series 66

Bridgeport, WV

Equitable Advisors

William Bracken Sr. is a financial advisor with Equitable Advisors, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Morgan Stanley and Bank of America. He serves as a board member and Programming Committee Chair for the Charleston WV Rotary Club, a social service organization for business leaders. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Zackariah S

Series 66

Bridgeport, WV

Equitable Advisors

Zackariah Spurlock is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and previously worked at Star Furniture and MVP Bank. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and other endorsed third-party managers.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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John W

Series 63, Series 66

Bridgeport, WV

Equitable Advisors

John Wilson Jr. is a financial advisor with Equitable Advisors in Bridgeport, WV, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Equitable Advisors since 2002, having previously worked with AXA Advisors, LLC. Outside of his advisory role, he is involved in several non-investment business activities, including managing LLCs and sole proprietorships. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to deliver tailored client solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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