Bradenton, FL Office

Joseph Maldonado is a financial advisor with Equitable Advisors, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors since 2010 and previously worked at Axa Advisors for 10 years. Outside of his advisory work, Maldonado is also a referral sales agent in real estate and a licensed accountant/CPA. 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, offering both advisory and brokerage services tailored to client goals, risk tolerance, and time horizon.

Paul Colte is a financial advisor with Equitable Advisors in Bradenton, FL, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2005, previously affiliated with Axa Advisors, LLC for 15 years. Outside of his advisory role, he serves as president of Helm Financial Group and is involved in other insurance-related business activities. 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 roster of third-party asset managers. The firm employs a hybrid referral and implementation model that includes both advisory and brokerage/insurance channels.