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Brian J

Series 63, Series 65

Wilmington, NC

Equitable Advisors

Brian Johnson is a financial advisor at Equitable Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at AXA Advisors, Combined Insurance, W&S Brokerage Services, and Western Southern Life. Outside of his advisory role, he serves as co-executor and co-power of attorney for his mother's estate. 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 through a network of investment adviser representatives and third-party 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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Ross M

Series 63, Series 65

Wilmington, NC

Equitable Advisors

Ross Moore is a financial advisor with Equitable Advisors in Wilmington, NC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Equitable Advisors since 2011 and previously was associated with Axa Advisors, LLC. Moore is also involved in an outside insurance business. 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 Investment Adviser Representatives, utilizing both proprietary and third-party advisory 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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