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William B
Series 63, Series 65
Lebanon, TN
Equitable Advisors
William Bryson Jr. is a financial advisor with Equitable Advisors in Lebanon, TN, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Equitable Advisors since 1999, following his tenure at Axa Advisors, LLC. Bryson serves as a board member of Friendship Christian School and is involved with the Wilson County Sportsman Club as a board member and officer. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutions. The firm utilizes a variety of advisory models and third-party asset managers to deliver personalized investment solutions.
Tracey H
Series 63, Series 65
Lebanon, TN
Equitable Advisors
Tracey Hay is a financial advisor with Equitable Advisors in Lebanon, TN, holding Series 63 and Series 65 credentials and 33 years of industry experience. She has worked at Equitable Advisors and its predecessor AXA Advisors, LLC since 1999. Outside of her advisory role, she is a 33 percent owner and partner in a commercial property business. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of investment programs and third-party managers to tailor advice to client risk profiles, serving both non‑high-net-worth and high-net-worth clients.
Anthony H
CFP®, Series 63, Series 65
Lebanon, TN
Equitable Advisors
Anthony Helton is a CFP® professional with 35 years of experience in the financial services industry. He has been with Equitable Advisors since 1999 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he serves as an elder at The Greater Nashville Church, where he is involved in ecclesiastical decision-making. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm employs a range of advisory models delivered through third-party program sponsors and focuses on matching clients to appropriate investment solutions based on risk tolerance and personal or plan information.
Kyle S
Series 66
Lebanon, TN
Equitable Advisors
Kyle Setelin is a Series 66-credentialed financial advisor at Equitable Advisors with three years of industry experience. Before joining Equitable Advisors in 2022, he worked in sales and service roles, including positions at Crye-Leike and Cracker Barrel. Outside of his advisory work, he has continued to work as a grill cook and has been involved in sales related to a tax account program through Realty Benefits Services. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through various advisory programs and third-party managers, employing a risk-based, model-driven approach without sponsoring its own wrap fee program.
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