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Zane P

Series 66

Canyon Lake, TX

Equitable Advisors

Zane Platt is a financial advisor with Equitable Advisors, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Neal Guthrie Companies and Tarleton State University. Outside of financial advising, he is a partner in Last Light Taxidermy and Game Processing LLC, a taxidermy business. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset-management programs. The firm offers services through a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs for investment implementation.

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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Katie B

Series 63, Series 65

Canyon Lake, TX

Equitable Advisors

Katie Blevins is a financial advisor at Equitable Advisors with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Equitable Advisors, she worked at Uber and Lyft for four years each. She serves as a volunteer board member for the Wimberley Chamber of Commerce. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension plans, corporations, and charitable organizations. The firm delivers advice through Investment Adviser Representatives using various third-party advisory models and offers a range of investment options including mutual funds, ETFs, and 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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