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Matthew J
Series 66
Indianapolis, IN
Equitable Advisors
Matthew Johnson is a Series 66-credentialed financial advisor with Equitable Advisors in Indianapolis, IN, and has three years of industry experience. His prior roles include positions at Home Depot, Indiana University, Ivy Tech Community College, and several other organizations. 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 a variety of asset management programs primarily through a network of Investment Adviser Representatives and third-party asset managers.
Jason N
Series 66
Indianapolis, IN
Equitable Advisors
Jason Nortell is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has worked in various roles including positions at Hoosier Lottery and United Parcel Service. Nortell is based in Indianapolis, IN. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs. The firm employs a range of advisory models and offers access to mutual funds, ETFs, separately managed accounts, and select alternative investments.
Charles W
Series 63, Series 66
Indianapolis, IN
Equitable Advisors
Charles Williams Jr. is a financial advisor with Equitable Advisors in Indianapolis, Indiana. He holds the Series 63 and Series 66 designations and has 34 years of industry experience. Prior to his current role, he worked at Mass Mutual Investors Services and Axa Advisors. Williams serves as Membership Committee Chair for The Antelope Club in Indianapolis. Equitable Advisors serves individuals, retirement plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to offer a range of investment solutions tailored to client needs.
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