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William E

Series 66

Chattanooga, TN

Equitable Advisors

William Evans is a financial advisor with Equitable Advisors, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2003, having previously worked at AXA Advisors LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing both proprietary and third-party programs.

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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Terran K

Series 66

Chattanooga, TN

Equitable Advisors

Terran Kidner is a financial advisor with Equitable Advisors in Chattanooga, TN, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Edward Jones and Dillon George. He is also involved as a registered sales assistant at Dillon George, supporting financial operations and sales. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients with financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives and third-party managers.

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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Dillon G

Series 66

Chattanooga, TN

Equitable Advisors

Dillon George is a financial advisor at Equitable Advisors with 21 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2004. Outside of his advisory role, he is involved in entrepreneurial activities including ownership of DG Technologies and Shoetizer LLC, where he engages in research and development. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of advisory models, including third-party sponsored programs and discretionary management, and offers a variety of investment options such as mutual funds, ETFs, and select 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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J R

Series 66

Chattanooga, TN

Equitable Advisors

J Raschke is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2016, following a role at AXA Advisors, LLC. In addition to his advisory work, he is involved in property management through a non-investment related business. Equitable Advisors serves individuals, pension plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach includes matching clients to advisory models or discretionary managers using a range of investment options 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
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