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William L
Series 63, Series 65
Savannah, GA
Equitable Advisors
William Lynch is a financial advisor with Equitable Advisors in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Equitable Advisors since 2014, having previously worked at AXA Advisors. Lynch serves on the Savannah Yacht Club Board of Stewards as Youth Committee Chair, organizing youth activities and advising on club policies. Equitable Advisors provides financial planning, retirement plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, utilizing third-party asset managers and offering both advisory and brokerage channels to clients.
Adam B
Series 66
Savannah, GA
Equitable Advisors
Adam Byck is a financial advisor at Equitable Advisors in Savannah, GA, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Geico and Soundview Wealth Advisors, along with academic appointments at the University of Alabama, McDaniel College, and Savannah Country Day School. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through LPL-sponsored programs and endorsed TAMPs, offering both advisory and brokerage solutions with a substantial portion of assets managed on a non-discretionary basis.
Cassidy G
Series 66
Savannah, GA
Equitable Advisors
Cassidy Giroux is a financial advisor at Equitable Advisors with six years of industry experience. She holds a Series 66 designation and has prior experience in hospitality and educational roles, including work with Red Moon Hospitality LLC and Appalachian State University. Giroux is also a notary public with The Clerk's Authority Georgia Superior Court Clerks' Cooperative Activity. Equitable Advisors serves a wide range of clients, including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through LPL-sponsored programs and endorsed third-party managers.
Joel R
Series 63, Series 65
Savannah, GA
Equitable Advisors
Joel Rotkow is a financial advisor with Equitable Advisors in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Equitable Advisors since 1999, having previously worked at AXA Advisors, LLC. Outside of advising, he serves as a board member of the Fairmont Condominium Association and manages several private commercial real estate investments. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering 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, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.
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