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Thomas S
Series 66
Wilmington, DE
Equitable Advisors
Thomas Shopa Jr. is a financial advisor with Equitable Advisors in Wilmington, DE, holding a Series 66 credential and 25 years of industry experience. He previously worked at Lincoln Financial Advisors Corp for 16 years before joining Equitable Advisors in 2024. Shopa serves as trustee of the Thomas J Shopa Irrevocable Life Insurance Trust. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, utilizing multiple third-party asset managers and offering both advisory and brokerage channels.
Christian W
Series 63, Series 66
Wilmington, DE
Equitable Advisors
Christian Wagner is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and having 26 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling, PTS Brokerage, Penn Investment Advisors, and Penn Community Bank. He serves as an emeritus board member of the Admiral Farragut Academy Foundation and is on the advisory board of Facecake Marketing Technologies, an augmented reality company. Equitable Advisors provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs for individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm works extensively with LPL-sponsored programs and endorsed TAMPs and offers both discretionary and non-discretionary portfolio management solutions.
Paul M
Series 63, Series 65
Wilmington, DE
Equitable Advisors
Paul Miller is a financial advisor with Equitable Advisors in Wilmington, DE, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Penn Investment Advisors Inc., Penn Community Bank, and Purshe Kaplan Sterling Investments. He serves as Vice Chairman of the Delaware District of the US Tennis Association, promoting the game of tennis. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model that utilizes both advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.
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