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Meredith A

ChFC®, Series 63

Morgan, VT

Equity Services, inc.

Meredith Augustoni is a financial advisor with Equity Services, Inc., holding the ChFC® designation and Series 63 license, with over 42 years of industry experience. She has been with Equity Services since 1983 and has prior experience with National Life Group dating back to 1975. Outside of her advisory role, she serves as an ordained minister, justice of the peace, and is actively involved as president of the Daily Memorial Library Board of Trustees and treasurer of a local women’s service group, Circle of Friends. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, utilizing third-party asset managers and model portfolios, blending long-term strategies with options for shorter-term trading and specialized instruments.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning Founder/Business Owner Retired Executive
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