Anthony Williams is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Equitable Advisors, he held various roles in retail and education sectors. He serves on the Board of Directors for the University of North Carolina Greensboro - Bryan School Alumni Association. Equitable Advisors provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs to a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions. The firm’s advisory model involves extensive use of LPL-sponsored and other third-party programs, offering both discretionary and non-discretionary management solutions.

Adrian Caspar is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he is active in Business Network International as a member and visitor host, assisting with professional relationship building and meeting facilitation. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a delivery model that includes LPL-sponsored programs and endorsed turnkey asset management platforms.

Montserrat Mendez Prudente is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. She has been with Equitable Advisors since 2022. Outside of her advisory work, she manages catering operations for Noble Smoke and is involved with the Association of Latino Professionals for America, serving as chief of staff to the treasurer and assisting with event budgeting and fundraising. Equitable Advisors serves a diverse client base including individuals, high-net-worth investors, retirement plans, corporations, charities, and institutions, offering a range of financial planning, brokerage, insurance, and third-party asset management services. The firm operates as both an SEC-registered investment adviser and broker-dealer, emphasizing program-based advisory solutions and extensive use of LPL-sponsored programs.