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Shebna O

Series 63, Series 65

Hillsdale, NY

Equitable Advisors

Shebna Olsen Shillibeer is a financial advisor at Equitable Advisors with 34 years of industry experience. She previously worked at JPMorgan Securities LLC and HSBC Securities (USA) Inc. She serves as an advisory board member for the UConn School of Business Student Managed Investment Fund, mentoring students in career development, and is also treasurer of the Copake Lake Conservation Society. 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 delivers customized investment solutions through a network of advisors and third-party programs, offering a range of mutual funds, ETFs, separately managed accounts, 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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