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Robert P

Series 63, Series 65

Lexington, KY

Equitable Advisors

Robert Preston is a financial advisor with Equitable Advisors in Lexington, KY, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has worked at Equitable Advisors since 2005 and previously held roles at AXA Advisors and Mony Securities Corporation. Outside of his advisory work, Preston is the managing partner of Pike & Preston, LLC, and is involved in life settlement sales and insurance appointments related to accidental, catastrophic illness, dental, health, vision, and term life coverage. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of advisory programs and third-party asset managers, focusing on matching clients to appropriate models and discretionary managers without sponsoring its own wrap fee program.

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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Eugene G

Series 66

Lexington, KY

Equitable Advisors

Eugene Glowatch II is a Series 66-licensed financial advisor with Equitable Advisors in Lexington, KY, where he has worked since 2007. He has 19 years of industry experience, including 13 years at Axa Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and third-party managers to deliver customized investment 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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Brian D

Series 63, Series 65

Lexington, KY

Equitable Advisors

Brian Dehoag is a financial advisor with Equitable Advisors in Lexington, KY, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked with Equitable Advisors since 2006 and previously with AXA Advisors, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. Outside of his advisory role, he is involved as a sales associate with Realty Benefits Services and Dergalis Associates LLC and is a member of Central Kentucky Wealth, LLC and Paddock Wealth Management LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a network of investment adviser representatives and third-party managers to provide a range of investment solutions while delivering ERISA fiduciary services to qualified plans.

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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