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Sean P

Series 66

Herrin, IL

Equitable Advisors

Sean Patrick is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2022, he worked for six years at Helitech/CNC Foundations, Inc. Outside of his advisory work, he serves as a private baseball and softball instructor and participates in advocacy and industry-related committees. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs, including third-party asset managers and LPL-sponsored platforms, and offers ERISA fiduciary services 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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