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Richard J

Series 63, Series 65

Troy, MI

Equitable Advisors

Richard Jackson is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors, LLC since 1999. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm leverages both proprietary and third-party advisory programs, offering a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

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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Larry M

Series 66

Troy, MI

Equitable Advisors

Larry Mah is a financial advisor at Equitable Advisors with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Axa Advisors, New England Securities, and Ameriprise. Outside of his advisory role, he serves as Vice President of the Hartland High School Choir Booster Club and is an elder at Cornerstone Evangelical Church. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm delivers its services through a network of Investment Adviser Representatives and utilizes 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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Danielle B

Series 66

Troy, MI

Equitable Advisors

Danielle Bishop is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and seven years of industry experience. She has been with Equitable Advisors since 2017, with prior roles at AXA Advisors LLC, Axa Equitable, Westbrook Planning Group, and Harper Medical Management. Outside of financial advising, she is involved in music as a substitute lead female vocalist for Mainstreet Soul and volunteers as a singer with the St. Clair Shores Community Chorus. Equitable Advisors serves individuals, retirement plans, corporations, and charitable organizations by providing financial planning, retirement consulting, and asset-management programs. The firm uses a variety of advisory models, often implemented through third-party managers, and offers a range of investment options including mutual funds, ETFs, and select alternative investments.

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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Joseph S

Series 63, Series 66

Troy, MI

Equitable Advisors

Joseph Sarnecky is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Equitable Advisors since 2009 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he has served as president of the Lanse Creuse Public Schools Foundation and manages his son’s soccer team. 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 range of advisory models delivered through in-house programs and third-party managers, offering products including mutual funds, ETFs, separately managed accounts, and select alternative investments.

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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Reagan P

Series 66

Troy, MI

Equitable Advisors

Reagan Paulina is a financial advisor at Equitable Advisors with one year of industry experience and holds the Series 66 designation. Prior to joining Equitable Advisors, Reagan worked at PK Prospects and held positions at Wayne State University and Oakland University. Reagan serves as a second power of attorney for a family member. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs for individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s advisory approach includes matching clients to investment models and managers, using third-party and proprietary resources, and offering a range of investment products and ERISA fiduciary services.

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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Noah R

Series 66

Troy, MI

Equitable Advisors

Noah Roberts is a financial advisor with Equitable Advisors in Troy, MI. He holds a Series 66 designation and has approximately one year of industry experience. His prior work experience includes roles at Ashford Inc., Hilti North America, and involvement with Baylor Business Fellows. Equitable Advisors serves a broad 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 through a network of Investment Adviser Representatives, utilizing a range of third-party and proprietary 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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Katlyn T

Series 63, Series 65

Troy, MI

Equitable Advisors

Katlyn Taylor is a financial advisor at Equitable Advisors in Troy, Michigan, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Equitable Advisors, she worked in various roles including bartender at Coyote Joe's. 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 utilizes a range of advisory programs and third-party asset managers to deliver customized 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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William D

Series 63, Series 65

Troy, MI

Equitable Advisors

William Degnan is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, totaling over two decades at the firm. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered solutions and third-party asset managers.

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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Da'neesha B

Series 66

Troy, MI

Equitable Advisors

Da'neesha Bracey is a financial advisor at Equitable Advisors with one year of industry experience. She holds the Series 66 designation and has worked concurrently as a delivery driver and as a drop bury technician for Bracey's Underground Services, a business she has been involved with for ten years. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm offers access to various investment models and third-party asset managers, delivering services through a network of Investment Adviser Representatives.

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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Zachary R

Series 66

Troy, MI

Equitable Advisors

Zachary Rose is a financial advisor at Equitable Advisors in Troy, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors in 2025, he worked at Builder Circle Capital and has diverse experience in various service and retail roles. Outside of financial advising, he is involved as a mechanic with Troy Aggregate Carriers, a gravel trucking company. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm’s advisory approach involves assessing client information and risk tolerance to match clients with suitable program models or discretionary managers, often utilizing third-party asset managers and proprietary tools.

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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