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Samuel P

Series 63, Series 65

Flowood, MS

Equitable Advisors

Samuel Peacock is a financial advisor with Equitable Advisors in Flowood, MS, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Equitable Advisors, he worked in healthcare and education sectors, including roles at AccentCare Home Health & Hospice and Mississippi Baptist Medical Center. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs and offers a range of investment options including mutual funds, ETFs, and 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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Mark B

Series 66

Flowood, MS

Equitable Advisors

Mark Baldwin is a financial advisor with Equitable Advisors in Flowood, MS, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2007. Baldwin is involved in several outside business activities, including serving as president of MARK D BALDWIN LLC and MBKB LLC, and manager of Retirement Income Planning, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a variety of advisory programs, including third-party managers and in-house portfolio advisory services, and delivers ERISA fiduciary services to qualified plans through credentialed 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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Jeremy G

Series 66

Flowood, MS

Equitable Advisors

Jeremy Gordon is a financial advisor at Equitable Advisors with five years of industry experience. He holds the Series 66 designation and previously worked as a self-employed advisor and at Hinds Community College. Gordon maintains various outside insurance appointments. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and asset-management programs. The firm’s approach involves assessing client risk tolerance and matching clients to program models or discretionary managers, utilizing both proprietary and third-party 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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Jonathan G

Series 66

Flowood, MS

Equitable Advisors

Jonathan Grantham is a financial advisor with Equitable Advisors in Flowood, Mississippi, holding a Series 66 license and eight years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at Axa Advisors and in the retail sector at J. Grant Menswear. Outside of his advisory role, he is involved with First Brick, LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm uses a variety of advisory programs and third-party managers, offering a broad range of investment options including mutual funds, ETFs, and 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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Ronald C

Series 66

Flowood, MS

Equitable Advisors

Ronald Clark Jr. is a financial advisor with Equitable Advisors in Flowood, MS, holding a Series 66 designation and one year of industry experience. His background includes roles at Mark Baldwin & Jonathan Grantham, Power Financial Group, and GoShine Express, among others. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset-management programs mainly through Investment Adviser Representatives, utilizing a combination of proprietary and third-party 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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