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Raylie E

Series 66

Richardson, TX

Equitable Advisors

Raylie Eshelman is a financial advisor with Equitable Advisors in Richardson, TX. He holds the Series 66 designation and has eight years of industry experience. Prior to joining Equitable Advisors, Raylie worked at Axa Advisors and has experience at the University of Texas at Dallas and with Charlie Eshelman. He also operates a business known as Eshelman & Associates. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management. The firm utilizes both proprietary and third-party investment programs and provides ERISA fiduciary services through credentialed 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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Charles E

Series 63, Series 66

Richardson, TX

Equitable Advisors

Charles Eshelman is a financial advisor with Equitable Advisors in Richardson, TX, holding Series 63 and Series 66 credentials and with 39 years of industry experience. He has been with Equitable Advisors since 1999, including time under the AXA Advisors name prior to 2020. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individual, institutional, and charitable clients. The firm uses a network of Investment Adviser Representatives and offers a range of advisory models implemented by third-party managers and sponsored programs.

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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