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Michael L

CFP®, Series 66

Tampa, FL

Equitable Advisors

Michael Lucey is a CFP® professional with 25 years of experience in financial advising. He has been with Equitable Advisors since 2001, previously affiliated with Axa Advisors, LLC for 19 years. He is based in Tampa, FL. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party investment solutions.

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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Ryan L

Series 66

Tampa, FL

Equitable Advisors

Ryan Lacedonia is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has 16 years of industry experience and previously worked at firms including TIAA-CREF, Harrisdirect LLC, and Gamco Asset Management Inc. He is also the owner of a business entity, R.B Lace LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of advisory models and third-party asset managers to tailor investment solutions for its clients.

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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