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Bethany J

Series 66

Defuniak Springs, FL

Equitable Advisors

Bethany Joyner is a financial advisor at Equitable Advisors with one year of industry experience. She previously worked at Primerica Financial Services and has been a volunteer bookkeeper at Sanford & Sisters since 2015. Equitable Advisors serves a wide range of clients 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.

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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Robert N

Series 63, Series 65

Defuniak Springs, FL

Equitable Advisors

Robert Neale is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he serves as a volunteer board member for Walton Academy and the Defuniak Springs Kiwanis Club, and he owns a group benefits business. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs, including third-party asset managers and proprietary models, to deliver personalized investment 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
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