Houston, TX Southwest Fwy Office

Team
Updated today

Client AUM

$41,094,843,456

Clients

71,990

Advisors

39

Of 4,620 advisors across 968 offices

Location

3200 Southwest Fwy, #1800

Houston TX 77027

Advisors at this office

39

Advisors at this office

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Yiller A

Series 66

Houston, TX

Equitable Advisors

Yiller Auyon is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. Prior to joining Equitable Advisors, Yiller held positions at J.Crew, First Financial Group of America, and Baylor University. 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 combining advisory and brokerage channels to deliver tailored financial solutions.

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

Series 63, Series 65

Houston, TX

Equitable Advisors

George Hawkins is a financial advisor at Equitable Advisors with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equitable Advisors since 1999, previously affiliated with Axa Advisors. Hawkins serves on multiple boards and committees at Legacy Community Health, including its Endowment Board and Finance Committee. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid advisory and brokerage model, leveraging third-party asset managers and a referral-based approach to tailor investment solutions to client goals and risk tolerance.

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

Series 63, Series 65

Houston, TX

Equitable Advisors

Brian Kelly is a financial advisor with Equitable Advisors in Pearland, TX, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked with Axa Advisors, LLC. Outside of his advisory role, he performs as a singer in a local acoustic band and serves as secretary on the board of the Houston Sigma Chi Alumni Chapter. 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, 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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Robbie S

Series 66

Houston, TX

Equitable Advisors

Robbie Sitka is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2022, he worked for Humble ISD for eleven years. Outside of his advisory role, Sitka teaches music lessons as an independent contractor. 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 third-party asset managers. The firm employs a hybrid referral and implementation model that combines 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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Owen D

Series 63, Series 66

Houston, TX

Equitable Advisors

Owen Drymond is a financial advisor at Equitable Advisors in Houston, TX, with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Voya Financial Partners and Directed Services LLC prior to joining Equitable Advisors. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutional investors, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm participates in LPL-sponsored programs and other endorsed platforms, providing both advisory and brokerage solutions with a focus on compliance and oversight of affiliated managers.

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

Series 66

Houston, TX

Equitable Advisors

Stephen Jones is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and 17 years of industry experience. He has worked at Equitable Advisors since 2008 and was previously with AXA Advisors, LLC from 2008 to 2020. Outside of his advisory role, he is involved in various insurance and brokerage contracts. 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/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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Molly W

Series 63, Series 65

Houston, TX

Equitable Advisors

Molly Ward is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of her advisory role, Ward serves on the board of Lone Oak Trust Company and is a member of the investment committee for St. Luke's United Methodist Church Foundation. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through third-party managers, employing a hybrid referral and implementation model that incorporates both advisory and brokerage channels.

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

Series 66

Houston, TX

Equitable Advisors

Richard White is a financial advisor with Equitable Advisors in Katy, Texas, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors since 1999, having also worked with Axa Advisors, LLC during overlapping years. Outside of his advisory role, he is a member of the Rotary Club of Katy and serves as executor and trustee for his spouse’s estate. Equitable Advisors provides financial planning, retirement-plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, utilizing third-party asset managers and 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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Jason F

Series 66

Houston, TX

Equitable Advisors

Jason Ferworn is a financial advisor at Equitable Advisors in Houston, TX, holding a Series 66 designation. He has less than one year of industry experience. His prior work includes roles outside of financial services, including positions at The Academy at Frisco, Wright Asphalt Products Co, and Aquatic Management of Houston. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering 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 a broker-dealer and works extensively with program sponsors and endorsed third-party managers.

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

Series 66

Houston, TX

Equitable Advisors

Jose Salgado is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and three years of industry experience. He previously worked at Molly Ward and Tate Lowe and has a diverse background including roles in education and self-employment. Salgado is also registered as a sales assistant with Molly Ward and Tate Lowe. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers, utilizing a hybrid referral and implementation model.

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

Series 66

Houston, TX

Equitable Advisors

Carson Smith is a financial advisor at Equitable Advisors in Houston, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, he worked at the Mark & Paula Hurd Welcome Center as a student assistant. 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 operates a hybrid referral and implementation model, offering 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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Austin W

Series 63, Series 65

Houston, TX

Equitable Advisors

Austin Webb is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Equitable Advisors since 2016, including its predecessor Axa Advisors. His other business activities include involvement in various outside insurance ventures. 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 primarily through LPL-sponsored programs and endorsed TAMPs.

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

Series 66

Houston, TX

Equitable Advisors

Perrin Langlois is a financial advisor at Equitable Advisors with 19 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2005, including time when the firm operated as Axa Advisors, LLC. Outside of his advisory role, he serves as an executor and trustee of a family beneficiary trust. 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 and offers 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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Ross W

Series 66

Houston, TX

Equitable Advisors

Ross Weidner is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and three years of industry experience. He previously attended Texas A&M University and has worked at The Home Depot. 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)
user avatar

Adil B

Series 63, Series 65

Houston, TX

Equitable Advisors

Adil Berrada is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at Equitable Advisors since 2022 and is also self-employed in language interpretation and translation. Berrada serves as Treasurer on the volunteer Board of Directors for the Houston Interpreters & Translators Association. 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 operates a hybrid referral and implementation model and offers 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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