Taisha Roche is a financial advisor at Equitable Advisors with five years of industry experience. She holds the Series 66 designation and has worked in various roles including self-employment and positions at the University of North Florida prior to joining Equitable Advisors. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm’s approach involves assessing client information and risk tolerance to match them with appropriate investment models or discretionary managers, utilizing both proprietary and third-party solutions.

Jeffrey Willard is a financial advisor with Equitable Advisors in Saint Johns, FL, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors LLC, since 2000. Additionally, he serves as a trustee for his parent's trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a network of Investment Adviser Representatives and partners with third-party managers and advisory programs to deliver customized investment solutions.