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Matthew P

Series 66

Longwood, FL

Equitable Advisors

Matthew Price is a financial advisor with Equitable Advisors, holding a Series 66 designation and five years of industry experience. Prior to his current role, he worked at Chick Fil A and attended Samford University. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a variety of third-party advisory models and provides ERISA fiduciary services to qualified plans, without sponsoring its own wrap fee program.

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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Nelson F

Series 66

Longwood, FL

Equitable Advisors

Nelson Fernandez is a Series 66-credentialed financial advisor at Equitable Advisors with six years of industry experience. His background includes roles at Aloft Miami Doral, FIU, America Reliable Mortgage, Uber, and Florida State. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing a variety of third-party advisory programs and investment products.

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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Cynthia P

Series 63, Series 66

Longwood, FL

Equitable Advisors

Cynthia Price is a financial advisor at Equitable Advisors with 36 years of industry experience. She has held positions at Mony Securities Corporation and Axa Advisors before joining Equitable Advisors in 2005. Outside of her advisory work, she serves on the board of J4 Leaders, a Christian business women's social group, and is the author of the book *The 7 L's of Financial Planning*. Equitable Advisors serves a broad 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 services through a network of Investment Adviser Representatives and collaborates with third-party asset managers and advisory programs to implement client 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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