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Teresa Y
CFP®, ChFC®, Series 63, Series 66
Port Washington, NY
Equitable Advisors
Teresa Young is a financial advisor at Equitable Advisors with 10 years of industry experience. She holds the CFP® and ChFC® designations along with Series 63 and Series 66 licenses. Her prior work includes roles at Axa Advisors, Llc from 2017 to 2020. Outside of advising, she serves as a board member for the Port Washington Chamber of Commerce and works as a substitute religious education teacher in Port Washington, NY. Equitable Advisors provides financial planning and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of advisory programs and third-party managers, offering a range of investment options and ERISA fiduciary services.
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