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Kevin B

Series 66

Columbia, SC

Equitable Advisors

Kevin Banitt is a financial advisor at Equitable Advisors with 17 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2008, previously affiliated with AXA Advisors, LLC. Outside of his advisory role, Banitt is involved in several business ventures, including ownership of Whitecap Financial LLC and partnership in Carolina Financial Advisors LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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William O

Series 63, Series 65

Columbia, SC

Equitable Advisors

William Ogburn is a financial advisor with Equitable Advisors in Columbia, SC, holding Series 63 and Series 65 designations and bringing 52 years of industry experience. He has worked at Equitable Advisors since 1999 and previously at Axa Advisors. Outside of his advisory role, he is a partner at Carolina Financial Advisors, LLC and serves on the board of the Citadel Alumni Association. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Robert W

ChFC®, Series 63, Series 65

Columbia, SC

Equitable Advisors

Robert Whiteside is a financial advisor with Equitable Advisors in Columbia, SC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 46 years of industry experience, including over two decades with Equitable Advisors and its predecessor, Axa Advisors. Outside of his advisory role, he is a partner in Carolina Financial Advisors, LLC. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through various third-party programs, utilizing a hybrid referral and implementation model that combines advisory and brokerage services.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Charles G

Series 66

Columbia, SC

Equitable Advisors

Charles Gorman is a financial advisor with Equitable Advisors in Columbia, SC, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors since 2000 and previously worked with Axa Advisors. Gorman serves on the Budget and Reserve Fund Committee for The Heritage Homeowners Association. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing a range of sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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