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Mandi S
Series 66
Cape Coral, FL
Equitable Advisors
Mandi Shiel is a financial advisor with Equitable Advisors in Cape Coral, FL, holding a Series 66 designation and 13 years of industry experience. She has been with Equitable and its predecessor entity AXA Equitable since 2013. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match them with appropriate program models or discretionary managers, utilizing both proprietary and third-party investment platforms.
Anastasia R
Series 66
Cape Coral, FL
Equitable Advisors
Anastasia Ray is a financial advisor with Equitable Advisors in Cape Coral, FL, holding the Series 66 designation and 16 years of industry experience. Her prior roles include positions at AXA Advisors LLC, AXA Equitable, M&T Bank, and M&T Securities. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party asset managers.
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