Jupiter, FL Office

Keith Gillman is a financial advisor at Equitable Advisors with 43 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined 15 years. Outside of his advisory role, he serves as the administrator and executor of his mother’s estate. 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, operating a hybrid referral and implementation model that combines advisory and brokerage services.

Diane Bilello is a financial advisor with Equitable Advisors, holding Series 66 and Series 63 licenses and bringing 42 years of industry experience. She worked at Lincoln Investment Planning, Inc. for 36 years before joining Equitable Advisors in 2026. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, 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, utilizing third-party managers and program sponsors to deliver advisory and brokerage solutions.