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Zakary F

Series 66

Greenwood Village, CO

Equitable Advisors

Zakary Flitter Bilello is a financial advisor at Equitable Advisors with a Series 66 designation and three years of industry experience. His prior work includes positions at Spicer Jeffries, LLP, and various roles in retail and education sectors. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives 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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Logan V

Series 66

Greenwood Village, CO

Equitable Advisors

Logan Van Wyk is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. His prior work history includes roles outside the financial sector, such as positions at Top Golf and Papa Johns. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan 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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Jonah F

Series 66

Greenwood Village, CO

Equitable Advisors

Jonah Freund is a financial advisor at Equitable Advisors with a Series 66 credential and less than one year of industry experience. His background includes roles outside finance, such as work at Sunfridge Brewery, Yale School of Medicine, and Syracuse University Ambulance. Equitable Advisors serves individual and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory 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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Mathieu N

Series 63, Series 66

Greenwood Village, CO

Equitable Advisors

Mathieu Niehues is a financial advisor with Equitable Advisors in Greenwood Village, CO, holding Series 63 and 66 licenses and bringing 13 years of industry experience. He has worked at Equitable Advisors since 2013, including its predecessor Axa Advisors. Equitable Advisors serves individual clients across a broad wealth spectrum, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory models.

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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Thomas E

Series 66

Greenwood Village, CO

Equitable Advisors

Thomas Elsensohn is a financial advisor with Equitable Advisors and holds a Series 66 designation. He joined Equitable Advisors in 2026 and has prior experience at Crusonia Wealth Advisors and runs CAVA Mezze Grill LLC. Outside of finance, he has experience in the hospitality industry and has worked in education, including a role at the University of Denver. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of advisers, utilizing both proprietary and third-party investment models.

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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Kevin R

ChFC®, Series 63, Series 66

Greenwood Village, CO

Equitable Advisors

Kevin Reilly is a financial advisor at Equitable Advisors with 16 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining Equitable Advisors in 2015, he worked at AXA Advisors and Korucenter LLC. Outside of advising, he works as a real estate agent in Denver, assisting in buying and selling properties. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm uses a combination of proprietary and third-party advisory models, offering services 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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Grant S

Series 63, Series 65

Greenwood Village, CO

Equitable Advisors

Grant Sander is a financial advisor at Equitable Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Robinhood Financial, LLC, and Open to the Public Investing, Inc., as well as experience at Drake University. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and partnerships with third-party asset managers and advisory programs to implement customized 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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Matthew B

Series 63, Series 65

Greenwood Village, CO

Equitable Advisors

Matthew Brymer is a financial advisor with Equitable Advisors in Greenwood Village, CO, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at Equitable Advisors and its predecessor AXA Advisors LLC since 2015. Brymer serves as a board member of the Global Initiative For Talented Students and is an advisory committee member for the Digital Marketing Program at Texas A&M University-Texarkana. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm’s client work involves assessing risk tolerance and matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment management 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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Grant L

Series 66

Greenwood Village, CO

Equitable Advisors

Grant Lentz is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has prior experience working at Gonzaga Bulletin and Tokki, among other roles. 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 delivers services through a network of Investment Adviser Representatives and relies on third-party program sponsors and managers for investment implementation.

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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Joseph Y

Series 66

Greenwood Village, CO

Equitable Advisors

Joseph Yurglich is a financial advisor at Equitable Advisors with seven years of industry experience. He holds the Series 66 designation and has worked at several firms including Prime Capital Investment Advisors and Northwestern Mutual Investment Services LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing third-party asset managers and advisory platforms.

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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Brian G

Series 66

Greenwood Village, CO

Equitable Advisors

Brian Gibson is a financial advisor with Equitable Advisors in Greenwood Village, CO, holding a Series 66 credential and seven years of industry experience. He has been with Equitable Advisors since 2018 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he engages in a car-sharing activity by renting a vehicle on Turo. 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 services through a network of Investment Adviser Representatives. The firm employs a variety of advisory models, including third-party asset managers and LPL-sponsored programs, and provides 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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Henry S

Series 66

Greenwood Village, CO

Equitable Advisors

Henry Shenk is a financial advisor with Equitable Advisors in Greenwood Village, CO. He holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, Henry has held various roles including positions at The Country Club at Castle Pines and Garden of the Gods Club and Resort. Equitable Advisors serves individual clients across the wealth spectrum, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and utilizes a range of third-party asset managers and advisory 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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W S

Series 66

Greenwood Village, CO

Equitable Advisors

W Spencer is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2010, previously associated with Axa Advisors, LLC. Outside of advising, he works as a sales associate with Realty Benefit Services and Dergalis Associates LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm emphasizes tailored advice using a variety of investment programs, including third-party asset managers and sponsor-endorsed advisory 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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Todd G

Series 63, Series 66

Greenwood Village, CO

Equitable Advisors

Todd Ganton is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Axa Advisors, GoSpotCheck, Marketo, and Jackson National Life Distributors. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a range of advisory programs and third-party asset managers to deliver its services, covering mutual funds, ETFs, separately managed accounts, 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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Ian C

Series 66

Greenwood Village, CO

Equitable Advisors

Ian Cook is a financial advisor at Equitable Advisors with 20 years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2006, previously associated with Axa Advisors, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing a range of investment models and third-party managers without sponsoring its own wrap fee program.

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 H

Series 63, Series 65

Greenwood Village, CO

Equitable Advisors

Mark Healiss is a financial advisor at Equitable Advisors with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Lincoln Financial Advisors for 23 years. His outside business activities include various insurance appointments. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a variety of advisory models and third-party asset managers, providing services across mutual funds, ETFs, separately managed accounts, 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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Brandon M

Series 66

Greenwood Village, CO

Equitable Advisors

Brandon Mc Nairy is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. His prior work includes involvement with the Student Investment Advisory Committee at Colorado Mesa University and positions at The Home Depot, University of Wyoming, and CBM Equipment Services. Equitable Advisors serves individuals, retirement plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing third-party asset managers and advisory platforms for investment implementation.

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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Benjamin L

Series 66

Greenwood Village, CO

Equitable Advisors

Benjamin Lindgren is a financial advisor at Equitable Advisors with 11 years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2015, previously associated with Axa Advisors, LLC. Outside of his advisory role, he owns a small business entity used for tax purposes. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a variety of advisory models, including third-party programs and proprietary offerings, to tailor advice and implementation across a broad range of investment vehicles.

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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Samuel O

Series 66

Greenwood Village, CO

Equitable Advisors

Samuel Oliver is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation. In addition to his advisory role, he works as a freelance graphics operator for Kroenke Sports & Entertainment and as a seasonal part-time camera operator for the Colorado Rockies. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a variety of advisory programs through a network of Investment Adviser Representatives and relies on third-party managers and sponsored programs for implementation.

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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Hannah M

Series 66

Greenwood Village, CO

Equitable Advisors

Hannah Moore is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. She has worked at Equitable Advisors since 2019 and previously held roles at AXA Advisors LLC and several other firms. Outside of her advisory work, she serves as a homeowner and landlord. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs through a network of Investment Adviser Representatives and partners, utilizing third-party asset managers and delivering services that include ERISA fiduciary support for 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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Jonathan H

Series 63, Series 66

Greenwood Village, CO

Equitable Advisors

Jonathan Hume is a financial advisor with Equitable Advisors in Greenwood Village, CO, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 2002. Outside of his advisory role, he is also a personal running coach. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset 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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Mackenzie B

Series 66

Greenwood Village, CO

Equitable Advisors

Mackenzie Beebe is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning her industry career in 2026. Her prior experience includes roles at Water Valley, Winsome Marketing, and as an independent contractor, along with employment during college years while attending the University of Arizona. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach involves assessing client risk tolerance and matching them to appropriate advisory models or discretionary managers, offering both 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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Thomas H

Series 66

Greenwood Village, CO

Equitable Advisors

Thomas Hey is a financial advisor at Equitable Advisors with 22 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2003, including its prior registration as Axa Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs, using a combination of firm-offered solutions and third-party asset 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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James R

Series 63, Series 65

Greenwood Village, CO

Equitable Advisors

James Reese is a financial advisor with Equitable Advisors in Greenwood Village, Colorado, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Reese serves as a trustee and board member for nonprofit organizations including the Adventure West Council of the Boy Scouts of America and the Ben C Delatour Foundation. 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 and third-party asset managers to serve a diverse client base.

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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Gabriel C

Series 63, Series 65

Greenwood Village, CO

Equitable Advisors

Gabriel Caldwell is a financial advisor with Equitable Advisors holding Series 63 and Series 65 credentials. He began his career at Equitable Advisors in 2026. Prior to his current role, his work experience includes positions outside the financial industry and education at Colorado State University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s advisory approach involves assessing client information and risk tolerance to match clients with suitable 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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Philip H

Series 63, Series 65, Series 66

Greenwood Village, CO

Equitable Advisors

Philip Hyatt is a financial advisor at Equitable Advisors with 34 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Outside of his advisory role, he serves as an agent in a life settlement business with Ashar Group and acts as a power of attorney for his parents. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives to offer both proprietary and third-party investment solutions across mutual funds, ETFs, separately managed accounts, 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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Willson V

Series 66

Greenwood Village, CO

Equitable Advisors

Willson Venrick is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has a diverse work history including roles with the Colorado Eagles professional hockey team and Colorado State University. Venrick also serves as a medical and financial power of attorney for his mother. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs through its network of Investment Adviser Representatives, 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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Brian L

Series 63, Series 65

Greenwood Village, CO

Equitable Advisors

Brian Lynch is a financial advisor with Equitable Advisors in Greenwood Village, CO, holding Series 63 and Series 65 licenses and nine years of industry experience. He has been with Equitable Advisors since 2016, including time spent under its prior structure as Axa Advisors. Equitable Advisors serves individual clients across a range of net worth levels, as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs 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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Francis S

Series 63, Series 66

Greenwood Village, CO

Equitable Advisors

Francis Semsem is a financial advisor at Equitable Advisors with six years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Equitable Advisors in 2020, he worked at Johnson & Wales University and By Design Collective. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm’s advisory approach includes matching clients to program models or discretionary managers, utilizing third-party asset managers and LPL-sponsored advisory 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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Halsten B

Series 66

Greenwood Village, CO

Equitable Advisors

Halsten Barszcz is a financial advisor at Equitable Advisors with a Series 66 designation and no prior industry experience. Before joining Equitable Advisors in 2026, he held various roles including positions at Murphy Oil USA, MCM Business Management LLC, and teaching roles at the University of Colorado Colorado Springs and Pikes Peak State College. Equitable Advisors serves individuals ranging from non-high-net-worth to high-net-worth clients, as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and a variety of asset management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, focusing on matching client profiles to appropriate investment models and discretionary 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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Mary K

Series 66

Greenwood Village, CO

Equitable Advisors

Mary Kenny is a financial advisor with Equitable Advisors in Greenwood Village, CO, holding a Series 66 designation and 14 years of industry experience. She has worked at Equitable Advisors since 2011, including the period when the firm operated as Axa Advisors, LLC. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm employs a range of investment solutions through in-house and third-party advisory platforms, offering services tailored to clients' risk tolerance and financial goals.

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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