Boca Raton, FL Glades Road Office

Team
Updated today

Client AUM

$41,094,843,456

Clients

71,990

Advisors

46

Of 4,620 advisors across 967 offices

Location

2255 Glades Road, Suite 412 E

Boca Raton FL 33431

Advisors at this office

46

Advisors at this office

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Jaclyn U

Series 66

Boca Raton, FL

Equitable Advisors

Jaclyn Unger is a financial advisor with Equitable Advisors in Boca Raton, FL, holding a Series 66 credential and 15 years of industry experience. She has worked at Equitable Advisors since 2012, including time with Axa Advisors, LLC from 2012 to 2020. Outside of her advisory role, she is involved in sales of group and individual health and ancillary products and participates in a tax account program through Realty Benefit Services. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management via LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services through structured client intake and offering both discretionary and non-discretionary management options.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Dean D

Series 63, Series 65

Boca Raton, FL

Equitable Advisors

Dean Dignoti is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked for The Prudential Insurance Company of America and Pruco Securities LLC from 2013 to 2023. In addition to his advisory role, he operates as an independent agent specializing in the sales and service of fixed insurance products. 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 third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to meet client needs.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Donna T

Series 66

Boca Raton, FL

Equitable Advisors

Donna Timmerman is a financial advisor at Equitable Advisors with 19 years of industry experience. She holds a Series 66 designation and has worked at Equitable Advisors since 2006, including time at its predecessor, Axa Advisors. Outside of her advisory role, she is involved with Comprehensive Planning-Goodman LLC, focusing on life insurance policy sales. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, providing both advisory and brokerage/insurance services.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Sabrina C

Series 63, Series 65

Boca Raton, FL

Equitable Advisors

Sabrina Cabrera is a financial advisor at Equitable Advisors with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2015, previously working at AxA Advisors. Outside of her advisory role, she serves as a treasurer for Haven in Faith, Inc., a nonprofit organization in Greenacres, FL. 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 third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to meet client needs.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Christian M

Series 66

Boca Raton, FL

Equitable Advisors

Christian Mc Kenna is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at SP Plus Corporation, Publix Super Markets, and Chipotle Mexican Grill. 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 third-party asset managers. The firm employs a hybrid referral and implementation model that leverages multiple advisory platforms and emphasizes individualized client service.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Artur Z

Series 66

Boca Raton, FL

Equitable Advisors

Artur Zaytsev is a financial advisor at Equitable Advisors with a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2023, he worked at Frendee.com and was involved with Prison Connect and Rubard LLC d/b/a CentMobile. 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 third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Michael G

Series 63, Series 66

Boca Raton, FL

Equitable Advisors

Michael Goldberg is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2003. Outside of his advisory work, he serves as executor of his mother's estate and is a member of the Parkland Chamber of Commerce. 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 operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Craig L

Series 66

Boca Raton, FL

Equitable Advisors

Craig Levy is a financial advisor with Equitable Advisors, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors since 2003, including its predecessor Axa Advisors, LLC. Based in Boca Raton, FL, Levy has spent his entire advisory career at the same firm. 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 third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to meet client needs.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Raymond J

Series 66

Boca Raton, FL

Equitable Advisors

Raymond Jacobs is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and previously worked at Florida Atlantic University and Gunther Volkswagen of Coconut Creek. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, relying on LPL-sponsored programs and endorsed TAMPs to deliver a range of advisory and brokerage solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Andrew R

Series 63, Series 65

Boca Raton, FL

Equitable Advisors

Andrew Raudenbush is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at Axa Advisors. Outside of his advisory role, Raudenbush serves as president of AJR Insurance Group, Inc., a firm specializing in employee benefits consulting. 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 various third-party programs. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services with a focus on tailored client strategies.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Vincent H

Series 63, Series 65

Boca Raton, FL

Equitable Advisors

Vincent Hulme is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and having five years of industry experience. His prior roles include positions at Valic Financial Advisors, Northwestern Mutual, JEZ Capital, and Budget Inks. He serves as an assistant football coach for the offensive and defensive lines at Boca Christian High School. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutional investors, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through multiple program sponsors and endorsed third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Michael M

Series 66

Boca Raton, FL

Equitable Advisors

Michael Martin is a Series 66-credentialed financial advisor with eight years of industry experience, currently with Equitable Advisors in Boca Raton, FL. His work history includes positions at Equitable Advisors since 2018 and Axa Advisors from 2018 to 2020. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm utilizes a delivery model that incorporates LPL-sponsored programs and endorsed third-party managers to provide advisory and brokerage solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Taylor B

Series 63, Series 66

Boca Raton, FL

Equitable Advisors

Taylor Baron is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and possessing four years of industry experience. His prior roles include positions at Voya Financial Advisors, David Lerner Associates, State Farm, Nordstrom, and Brescome Barton. 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 a broad array of third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Matthew S

Series 66

Boca Raton, FL

Equitable Advisors

Matthew Serbos Jr. is a financial advisor at Equitable Advisors with a Series 66 designation and approximately one year of industry experience. His prior roles include positions at DataScore, Serbos Marketing Partners, and Landfall Data. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Nicholas D

Series 63, Series 65

Boca Raton, FL

Equitable Advisors

Nicholas Dull is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Equitable Advisors since 2007 and previously worked at AXA Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, 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, combining advisory and brokerage channels to deliver customized client solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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