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Dominick S

Series 66

Rochester, NY

Equitable Advisors

Dominick Scro is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has worked at several companies including Amazon, Walmart, and Assured Partners. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm utilizes both proprietary and third-party advisory models and offers 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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Jordan Z

Series 63, Series 65

Rochester, NY

Equitable Advisors

Jordan Zehr is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Equitable Advisors since 2018 and previously at AXA Advisors, LLC. Outside of his advisory role, he serves as an executor for his parents' estate. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm uses both proprietary and third-party models and managers to tailor investment solutions, including mutual funds, ETFs, and alternative investments, and offers ERISA fiduciary services to qualified plans.

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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