Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Hailey G

Series 63, Series 65

Charlotte, NC

Equitable Advisors

Hailey Grooms is a financial advisor at Equitable Advisors with 17 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at The Vanguard Group for 15 years before joining Equitable Advisors. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs, leveraging both in-house and third-party advisory platforms.

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
user avatar
firm logo

Patrick D

Series 63, Series 65

Charlotte, NC

Equitable Advisors

Patrick Duffy is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 designations and 27 years of industry experience. His prior roles include nearly a decade at Eaton Vance Distributors, Inc., as well as positions at TIAA, Pensionmark Financial Group, Acrisure Investment Advisory, and ADP. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of investment adviser representatives, utilizing both proprietary and third-party investment models and services.

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
user avatar
firm logo

Viktoria B

Series 66

Charlotte, NC

Equitable Advisors

Viktoria Bunkovsky is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and having 19 years of industry experience. She has worked with various entities affiliated with Equitable and AXA since 2006. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

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
user avatar
firm logo

Muni B

Series 63, Series 65, Series 66

Charlotte, NC

Equitable Advisors

Muni Bhambri is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63, 65, and 66 licenses and 17 years of industry experience. His career includes roles at UBS Financial Services, Wells Fargo Clearing, TIAA-CREF, and AXA Advisors. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

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
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)