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Susan B

Series 66

Philadelphia, PA

Equitable Advisors

Susan Boehm is a financial advisor with Equitable Advisors in Philadelphia, PA, holding a Series 66 designation and 20 years of industry experience. She has worked with Equitable Advisors since 2005 and prior to that was associated with Axa Advisors, LLC. Outside of her advisory role, she operates an insurance brokerage business under the name Firstrust Financial Resources. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach includes client risk assessment and matching to program models or discretionary managers, utilizing both proprietary and third-party solutions delivered through a network of Investment Adviser Representatives.

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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Ryan M

Series 66

Philadelphia, PA

Equitable Advisors

Ryan Maguire is a Series 66-registered financial advisor with Equitable Advisors in Philadelphia, PA, possessing five years of industry experience. His career includes roles at the Small Business Growth Alliance from 2013 to 2020 before joining Equitable Advisors. Equitable Advisors serves a diverse client base including individuals, corporate and institutional clients, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm uses various advisory models and third-party managers, offering a range of investment options and ERISA fiduciary services through credentialed advisers.

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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Shane C

Series 66

Philadelphia, PA

Equitable Advisors

Shane Cameron is a financial advisor at Equitable Advisors in Philadelphia, PA, holding a Series 66 designation with eight years of industry experience. He previously worked at Bryn Mawr Trust and AXA Advisor, LLC before joining Equitable Advisors. Cameron also operates the business Firstrust Financial Resources outside of his advisory role. Equitable Advisors serves individual and institutional clients, including non‑high-net-worth and high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs primarily through third-party managers and advisory platforms.

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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