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Ashlyn W

Series 66

Simi Valley, CA

Equitable Advisors

Ashlyn Wetmore is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she held roles at Oliver Labs Inc and Castle Management LLC, and has been involved with Islands Restaurants and Focus and Testing. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through a combination of advisory and brokerage solutions with a focus on LPL-sponsored programs and endorsed third-party money managers.

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