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Kevin T

CFP®, Series 63, Series 65

Harker Heights, TX

Equitable Advisors

Kevin Thomas is a CFP®-designated financial advisor with 13 years of industry experience, currently with Equitable Advisors since 2019. His prior experience includes roles at Axa Advisors and Primerica Financial Services. He serves as Public Image Board Member Committee Lead for the Killeen Heights Rotary Club. Equitable Advisors provides financial planning, retirement plan consulting, and asset management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory models and third-party program sponsors, offering diversified investment options including 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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