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Keenan M

Series 66

Endicott, NY

Equitable Advisors

Keenan Miller is a financial advisor with Equitable Advisors in Endicott, NY, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 2013. Miller serves as Young Life Committee Chair for the Greater Northeast Region and is a board member of Catholic Charities Tompkins/Tioga. 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 uses a variety of third-party advisory programs and offers ERISA fiduciary services to qualified plans.

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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Maxx V

Series 63, Series 65

Endicott, NY

Equitable Advisors

Maxx Vanvorce is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been with Equitable Advisors since 2015, including time when the firm operated as AxA Advisors. Outside of his advisory role, Vanvorce is involved as a sales associate with two sales entities based in Cherry Hill, NJ. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a range of advisory models often implemented through third-party managers and emphasizing fiduciary services and a broad selection of investment products.

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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