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Abigail S

Series 63, Series 66

Marcellus, NY

Equitable Advisors

Abigail Stevens is a financial advisor at Equitable Advisors with four years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Auburn Community FCU and Visions Federal Credit Union. Outside of her advisory career, she has experience working in educational and community organizations, including Le Moyne College and the Skaneateles Library Association. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, and nonprofits. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored platforms and endorsed TAMPs.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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