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Roger Q

Series 63, Series 66

Warwick, RI

Equitable Advisors

Roger Quintin is a financial advisor at Equitable Advisors with four years of industry experience. Before joining Equitable Advisors, he held roles at Edward Jones and MassMutual Life Insurance Company. He also spent sixteen years working at Dave's Fresh Marketplace. Outside of his advisory work, he serves as an administrator or executor of estates and trustee of trusts for family and non-family members. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach includes matching clients to program models or discretionary managers, often utilizing third-party TAMPs and LPL-sponsored advisory programs.

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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Tracy C

Series 66

Warwick, RI

Equitable Advisors

Tracy Cahill is a financial advisor with Equitable Advisors in Warwick, RI, holding a Series 66 designation and 12 years of industry experience. She has been with Equitable Advisors since 2014 and was previously associated with AXA Advisors, LLC for six years. 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 asset-management programs that incorporate both proprietary and third-party solutions, with a focus on matching clients to appropriate investment models and discretionary 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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Michael B

Series 66

Warwick, RI

Equitable Advisors

Michael Bontempo is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2022. Prior to that, he was employed at Stonehill College and the Town of Falmouth Beach Department. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s advisory services utilize a range of third-party program sponsors and discretionary managers, covering mutual funds, ETFs, separately managed accounts, and selected 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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Ethan N

Series 66

Warwick, RI

Equitable Advisors

Ethan Narducci is a financial advisor with Equitable Advisors, holding a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, he held positions at UPS, The Home Depot, Dunkin, and worked in education and community settings including Merrimack College, Saint Philip Church, and Bishop Hendricken High School. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives 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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Yamilka J

Series 66

Warwick, RI

Equitable Advisors

Yamilka Jimenez is a financial advisor with Equitable Advisors, holding a Series 66 designation and three years of industry experience. She has worked at Equitable Advisors since 2023 and previously at Kyle Britton in 2022. Outside of advising, she works part-time as a sales associate at Frog and Toad, a gift shop. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives 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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Ryan G

Series 66

Warwick, RI

Equitable Advisors

Ryan Gold is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America N.A. and Merrill. Outside of finance, he was involved with The Boys and Girls Club LNV for four years. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a variety of third-party asset managers and advisory programs, focusing on matching clients to appropriate investment models based on their personal and plan information.

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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Eric G

Series 66

Warwick, RI

Equitable Advisors

Eric Gomes is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining the firm, he worked at DoorDash for two years and has held various roles in municipal positions within the cities of Fall River and New Bedford. 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 asset-management programs through a network of Investment Adviser Representatives, 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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