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Christian D

Series 63, Series 65

Miami, FL

Equitable Advisors

Christian Dorado is a financial advisor at Equitable Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2007, including its predecessor AXA Advisors. Outside of his advisory role, Dorado is involved in insurance sales and participates in health insurance and life settlement transactions through private client groups in the Miami area. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party 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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David P

Series 66

Miami, FL

Equitable Advisors

David Prieto is a financial advisor at Equitable Advisors in Miami, FL, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Diaz Marine and Med-Lab Supply Co Inc. He is also involved in an outside insurance business. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party asset managers.

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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Sam Z

Series 66

Miami, FL

Equitable Advisors

Sam Ziada is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and previously worked at JP Morgan Chase Bank, JP Morgan Securities, Bank of America Merrill Lynch, and Standard Chartered Bank. In addition to his advisory role, he is involved with Mesaverse LLC (DBA MesaBytes), an entrepreneurial venture. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm utilizes a network of Investment Adviser Representatives and offers both proprietary and third-party advisory solutions tailored to clients' risk tolerance and financial goals.

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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David V

Series 63, Series 65

Miami, FL

Equitable Advisors

David Villavicencio is a financial advisor at Equitable Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing, Wells Fargo Bank, and Regions Financial Corp prior to joining his current firm. Outside of financial services, he has been involved with Artistic Custom Woods LLC since 2017. Equitable Advisors serves individual clients ranging from non–high-net-worth to high-net-worth, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party 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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Ian S

Series 63, Series 65

Miami, FL

Equitable Advisors

Ian Scharf is a financial advisor with Equitable Advisors in Miami, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, he lectures to undergraduate students in marketing at the University of Miami. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm employs a range of third-party and proprietary advisory models and supports ERISA fiduciary services for 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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Gabriel M

Series 66

Miami, FL

Equitable Advisors

Gabriel Mascarenhas is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 designation and three years of industry experience. His background includes roles at Brodr and various educational institutions, including Hult International Business School and the University of California Santa Cruz. Equitable Advisors serves a diverse client base that includes individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and a range of third-party advisory models, providing services across mutual funds, ETFs, separately managed accounts, and select alternative investments.

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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Daniel I

Series 66

Miami, FL

Equitable Advisors

Daniel Iglesias is a financial advisor at Equitable Advisors in Miami, FL, holding a Series 66 designation with one year of industry experience. Before joining Equitable Advisors, he worked at Norwegian Cruise Line and Royal Caribbean International. Outside of his advisory role, he owns a small business called Dancraft, which involves renting and selling custom wood products. Equitable Advisors serves a diverse clientele, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm’s approach includes matching clients to advisory programs or discretionary managers, utilizing a range of investment vehicles and third-party asset managers.

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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Justin C

Series 66

Miami, FL

Equitable Advisors

Justin Carter is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at Muriel Siebert & Co., LLC and FNB. Carter is also a dual employee at Siebert AdvisorNxt, serving as an Investment Advisor Representative in a role shared with his prior firm under common ownership. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs. The firm utilizes a range of advisory models implemented through third-party managers and emphasizes fiduciary services 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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Nicholas B

Series 66

Miami, FL

Equitable Advisors

Nicholas Bouza is a financial advisor at Equitable Advisors with a Series 66 credential and two years of industry experience. Prior to joining Equitable Advisors, he worked at City of Miami City Hall and held roles during his education at Florida State University and Christopher Columbus High School. 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 offers various advisory programs through a network of Investment Adviser Representatives and third-party managers.

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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Amber L

Series 66

Miami, FL

Equitable Advisors

Amber Leach is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 designation and 10 years of industry experience. She has worked at Equitable Advisors since 2018, with prior experience at Axa Advisors LLC and as a civil mediator through her sole proprietorship, A.L.L. Mediation Services. In her mediation role, she serves on the civil court roster for Union County, NJ, focusing on divorce mediation. 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 delivers its services through a network of Investment Adviser Representatives, utilizing a range of third-party advisory programs and investment options including mutual funds, ETFs, and alternative investments.

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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Raphael A

Series 66

Miami, FL

Equitable Advisors

Raphael Almeida Leite Neto is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 designation and 10 years of industry experience. He has worked with Equitable Advisors since 2016 and previously was associated with Axa Advisors, LLC. Outside of his advisory role, he serves as a parish financial counselor for Saint Louis Catholic Church and works as an enrollment agent specializing in taxation and representing taxpayers before the IRS. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charities, and other institutional clients. The firm utilizes a range of advisory models, including third-party TAMPs and LPL-sponsored programs, offering mutual funds, ETFs, separately managed accounts, and select alternative investments.

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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Maria V

Series 63, Series 65

Miami, FL

Equitable Advisors

Maria Viteri is a financial advisor with Equitable Advisors in Miami, FL, holding Series 63 and Series 65 credentials and over 31 years of industry experience. She has been with Equitable Advisors since 1999 and previously associated with AXA Advisors, LLC. Outside of her advisory role, she is the president and owner of Crispy Churros in San Jose, Costa Rica. Equitable Advisors serves individuals ranging from non-high-net-worth to high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

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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Francisco R

Series 66

Miami, FL

Equitable Advisors

Francisco Rodriguez Ledezma is a financial advisor at Equitable Advisors with 17 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2006, including time when the firm operated as Axa Advisors, LLC. He serves as a board member of Agent Reinsurance Company since 2020. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives and utilizes third-party asset managers and advisory programs to implement 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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Luca P

Series 66

Miami, FL

Equitable Advisors

Luca Pretini is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Equitable, he worked at O'Reilly Auto Parts and completed his education at the University of Central Florida. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves assessing client information and risk tolerance to match clients with suitable program models or discretionary managers, utilizing both proprietary and third-party 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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Rasikaran B

Series 63, Series 65

Miami, FL

Equitable Advisors

Rasikaran Boaz is a financial advisor with Equitable Advisors in Miami, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC for 21 years. Outside of his advisory role, he serves as a director of the South Carillon Beach Condominium Association in Miami Beach. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients with financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of advisory models and third-party asset managers to tailor investment solutions for its clients.

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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Adam W

CFP®, CFA®, Series 63, Series 65

Miami, FL

Equitable Advisors

Adam Weirich is a CFP® and CFA® with 28 years of industry experience. He has been with Equitable Advisors since 2007 and previously worked at Signator Investors, Inc. He serves as Vice President of the Gifford Place Condominium Association and is involved as a managing partner and principal in several private client groups and consulting ventures. Additionally, he holds a board position with the Equitable Agents Reinsurance Company and participates in life settlement transactions through an approved broker. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm delivers services through a network of Investment Adviser Representatives and uses third-party asset managers and advisory programs to implement diversified 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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Sebastian L

Series 66

Miami, FL

Equitable Advisors

Sebastian Lazo is a financial advisor with Equitable Advisors in Miami, FL. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at Florida Power and Light and Publix Super Markets, and spent seven years at Belen Jesuit Preparatory School. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of advisory models, including third-party managed programs and discretionary portfolio management, and provides 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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Juan S

Series 66

Miami, FL

Equitable Advisors

Juan Sotelo Bustamante is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior roles include positions at Intermex Wire Transfer, Bancolombia Capital, and Cibest Capital Securities. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes both proprietary and third-party advisory programs to tailor investment solutions based on client information and risk tolerance.

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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Jorge P

Series 63, Series 66

Miami, FL

Equitable Advisors

Jorge Perez is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. for 14 years. 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 various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models and third-party asset managers, providing services that include mutual funds, ETFs, separately managed accounts, alternative investments, and ERISA fiduciary services.

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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Kevin D

CFP®, Series 63, Series 65

Miami, FL

Equitable Advisors

Kevin Dooley is a CFP®-designated financial advisor with Equitable Advisors, based in Miami, FL, and has 31 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2001. Outside of his advisory role, he is a managing member of Private Client Group, LLC, which supports his wealth management business, and he serves as a consultant to Private Client Group Integrated Solutions, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, relying on a network of Investment Adviser Representatives and third-party asset 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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