Canyon Lake, TX Office

Zane Platt is a financial advisor with Equitable Advisors in Canyon Lake, TX, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at Neal Guthrie Companies and Tarleton State University. Outside of his advisory work, he is a partner at Last Light Taxidermy and Game Processing LLC. 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 through various sponsored platforms and endorsed programs.

Katie Blevins is a financial advisor at Equitable Advisors with four years of industry experience. She holds Series 63 and Series 65 licenses. Before joining Equitable Advisors in 2022, she worked at Uber and Lyft from 2017 to 2021. Blevins is a volunteer board member of the Wimberley 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 third-party programs. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage services.