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Jack H

Series 66

Redmond, WA

Equitable Advisors

Jack Harmeyer is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2022, his work history includes roles at MBI Seattle and Washington State University. Outside of his advisory role, he is co-owner of Rinky Dink LLC, a company established to manage a vacation property shared with his sister. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

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

Series 66

Redmond, WA

Equitable Advisors

William Hunt is a financial advisor with Equitable Advisors in Redmond, WA, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2008 and previously worked at AXA Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model that combines advisory and brokerage/insurance channels, tailoring services through a documented client intake process and offering both discretionary and non-discretionary advisory arrangements.

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