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Stephen M

ChFC®, Series 63

Homosassa, FL

Equitable Advisors

Stephen Mcnutt is a financial advisor with Equitable Advisors, holding the ChFC® and Series 63 designations and bringing 36 years of industry experience. He previously worked at IC Advisory Services Inc and The Investment Center Inc for 13 years before joining Equitable Advisors in 2025. 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. The firm’s approach involves assessing client information and risk tolerance to match them with suitable advisory models, utilizing both proprietary and third-party asset management 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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