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David F

Series 66

Plano, TX

Equitable Advisors

David Fischer is a financial advisor with Equitable Advisors in Plano, TX, holding a Series 66 designation and 21 years of industry experience. He has been with Equitable Advisors since 2005, previously associated with Axa Advisors, LLC for 15 years. He serves on the investment committee at Collin College. 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 uses a mix of proprietary and third-party programs to tailor investment solutions and offers ERISA fiduciary services through its 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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David D

Series 63, Series 65

Plano, TX

Equitable Advisors

David Downs is a financial advisor with Equitable Advisors in Plano, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Beyond his advisory role, Downs serves as Chair of the Board Executive Committee for the Collin College Education Foundation and is involved with the Plano Chamber of Commerce, currently serving as its Vice Chair and 2024 Chair. He is also active in photography through his businesses, David Downs Photography and Benton Downs Photography. 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 works with a broad client base 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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Charles N

Series 63, Series 65

Plano, TX

Equitable Advisors

Charles Nail is a financial advisor with Equitable Advisors in Plano, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Morgan Stanley, AXA Advisors, Olympus Wealth Management, and Equitable Advisors since 2017. Nail serves on the board of the City House non-profit and is a member of the local Rotary Club. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of investment programs and third-party asset managers to tailor 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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