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Danese T
Series 63, Series 65
Jacksonville, FL
Equitable Advisors
Danese Tremble is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior experience includes roles at State Farm and Allstate, as well as operating Tremble Insurance Agency LLC. Equitable Advisors serves individual and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of third-party and proprietary investment solutions, including discretionary models and ERISA fiduciary services for qualified plans.
Christopher L
Series 63, Series 66
Jacksonville, FL
Equitable Advisors
Christopher Lewis is a financial advisor with Equitable Advisors in Jacksonville, FL, holding Series 63 and Series 66 designations and 18 years of industry experience. He previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company for six years, and at AXA Equitable Life Insurance Company and AXA Advisors, LLC for eleven years. Outside of his advisory role, Lewis is involved in outside insurance sales and operates under the DBA 75 Strong Financial Group. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and a variety of asset management programs. The firm utilizes both proprietary and third-party advisory models and provides ERISA fiduciary services to qualified plans through credentialed Investment Adviser Representatives.
Ethan B
Series 66
Jacksonville, FL
Equitable Advisors
Ethan Bohm is a financial advisor with Equitable Advisors in Jacksonville, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked at FIS and has experience outside finance, including a role at Taverna Evia Greek Restaurant. He attended Florida State University and worked at Marjory Stoneman Douglas High School. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual, corporate, and institutional clients. The firm utilizes third-party asset managers and LPL-sponsored advisory programs, delivering a range of investment options including mutual funds, ETFs, separately managed accounts, and alternative investments.
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