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Jean C

Series 66

Thomasville, GA

Equitable Advisors

Jean Christie is a Series 66-licensed financial advisor with Equitable Advisors in Thomasville, GA, and has 18 years of industry experience. She has worked with Equitable Advisors since 2008, including its predecessor firm AXA Advisors. Outside of advising, she serves as Treasurer for the Thomas County Public Library. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a range of advisory models utilizing third-party asset managers and offers ERISA fiduciary services for 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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