Charlotte, NC North Community House Rd Office

Peter Senick is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2006, including its predecessor Axa Advisors, LLC, where he also worked starting in 2006. Outside of his advisory role, Senick serves as board chair for the Academy of Finance at Olympic High School and owns Senter Rock Capital LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s advisory approach includes matching clients to program models or discretionary managers, utilizing third-party asset managers and LPL-sponsored advisory programs.

Evan Ferguson is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and two years of industry experience. Prior to his current role, he was involved in various hospitality and service businesses, including Castaways Raw Bar & Grill and RuRu's Taco's & Tequila. Equitable Advisors serves a diverse client base ranging from individuals to institutional clients, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm employs a variety of third-party and proprietary programs to tailor investment solutions.

Matthew Mc Donough is a financial advisor with Equitable Advisors, holding a Series 66 credential and three years of industry experience. His background includes roles in various sectors, including entrepreneurship with Perplexed Clothing Company LLC and experience in sales through Realty Benefit Services. He is based in Charlotte, NC. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment solutions and provides ERISA fiduciary services to qualified plans.

William Owens is a financial advisor with Equitable Advisors in Charlotte, NC. He holds a Series 66 designation and has been with Equitable Advisors since 2026. Prior to his advisory role, his background includes positions at Northwestern Mutual and experience in several other industries. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party advisory models and offers services across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Paige Kilburn is a financial advisor with Equitable Advisors in Charlotte, NC. She holds Series 63 and Series 66 licenses and has four years of industry experience, including prior roles at BB&T. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and nonprofit organizations by offering financial planning, retirement plan consulting, and various asset management programs. The firm relies on a network of Investment Adviser Representatives and third-party program sponsors to deliver tailored investment solutions.

Jacob Strickland is a financial advisor at Equitable Advisors in Charlotte, NC, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Security First Insurance and DeBary Country Club, as well as varied positions before entering the advisory field. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Wesley Beulah is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 credential and four years of industry experience. Prior to joining Equitable Advisors, he worked at RKW Residential and Hawthorne Residential. Outside of his advisory role, he is involved in managing Hippo Investments, a property rental company. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management services through a network of investment adviser representatives. The firm utilizes a variety of third-party advisory programs and offers ERISA fiduciary services for qualified plans.

Cooper Gower is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. Prior to joining Equitable Advisors, he held various roles including positions at Lowe's and Appalachian State University. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs primarily delivered through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment solutions, including managed accounts and ERISA fiduciary services for qualified plans.

Anna Cooper is a Series 66 licensed financial advisor at Equitable Advisors in Charlotte, NC, with approximately one year of experience. Her prior work includes roles at Carepoint, Inc., The McIntosh Law Firm, P.C., Wake Forest University, and service in the US House of Representatives. She has also been involved with Pelican's Snoballs and Basilico Italiano. Equitable Advisors serves a diverse client base including individual, pension, corporate, charitable, and institutional clients, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs and offers a range of investment options and fiduciary services.

Daniel Maday is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2002, including its predecessor Axa Advisors, and operates under the DBA Royal Financial Partners. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and various third-party programs.

Brianna Freeman is a Series 66 licensed financial advisor with two years of industry experience, currently with Equitable Advisors in Charlotte, NC. Her prior roles include positions at Wells Fargo Clearing and entrepreneurial work with Catch'em Collectibles LLC. Equitable Advisors serves a broad client base including individuals, institutions, and charitable organizations, providing financial planning, retirement consulting, and asset management through a variety of advisory programs and third-party managers.

Benjamin Slone is a financial advisor at Equitable Advisors in Charlotte, NC, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2013, including time when the firm operated as Axa Advisors. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a variety of advisory models and third-party asset managers to tailor investment solutions.

Tracy Levering is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has been with Equitable Advisors since 2015 and previously worked at Axa Advisors. Levering also serves as a Notary Public for Mecklenburg County. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs through its network of Investment Adviser Representatives, utilizing third-party asset managers and model portfolios for client solutions.

Emily Harris is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 66 designations and 21 years of industry experience. She has worked at Equitable Advisors since 2005 and previously was with Axa Advisors, LLC for 15 years. Outside of her advisory work, Harris serves as a Girl Scout troop leader and is on the board of directors for Heart of a Lion Rescue. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a broad client base that includes individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions across mutual funds, ETFs, separately managed accounts, and selective alternative investments.

Emily Morreale is a financial advisor at Equitable Advisors in Charlotte, NC, with seven years of industry experience. She holds a Series 66 designation and has been with Equitable Advisors since 2019, having previously worked at AXA Advisors and in roles outside the financial industry including at Nephron Pharmaceuticals and OneLife Fitness. Additionally, she is involved as a sales associate with Realty Benefit Services, focusing on tax account programs. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm uses a range of advisory models and third-party asset managers, providing services that include mutual funds, ETFs, separately managed accounts, and ERISA fiduciary services.