Lakewood, OH Delaware Avenue Office

Team
Updated today

Client AUM

$41,094,843,456

Clients

71,990

Advisors

6

Of 4,620 advisors across 967 offices

Location

16300 Delaware Avenue

Lakewood OH 44107

Advisors at this office

6

Advisors at this office

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Abigail C

Series 66

Lakewood, OH

Equitable Advisors

Abigail Carr is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, she held roles at Plante Moran and the University of Dayton. Her background also includes entrepreneurial and service positions, such as working at Landmark Kitchen and Bar and Flyer Enterprises at the University of Dayton. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions, offering financial planning, broker-dealer services, insurance, and access to third-party asset management programs. The firm operates as both a registered investment adviser and broker-dealer and utilizes a variety of program sponsors and endorsed platforms to deliver advisory and brokerage solutions.

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

Series 66

Lakewood, OH

Equitable Advisors

Mary Giardina is a financial advisor with Equitable Advisors in Lakewood, OH, holding a Series 66 designation and five years of industry experience. She has been with Equitable Advisors since 2020 and previously worked for the Cleveland Metropolitan School District from 2015 to 2020. Outside of her advisory role, she serves as a board member for Hillel at Kent State University and owns a teaching resource business on Teachers Pay Teachers. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage/insurance services to tailor solutions 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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Michael B

Series 66

Lakewood, OH

Equitable Advisors

Michael Bush is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and Americorps. Outside of his advisory role, he serves as Chief Operations Officer for the Central Commonwealth Black Caucus. Equitable Advisors provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs for individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm operates as both an SEC-registered investment adviser and broker-dealer, focusing on a combination of discretionary and non-discretionary asset management through LPL-sponsored programs 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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Alexander S

Series 63, Series 65

Lakewood, OH

Equitable Advisors

Alexander Solove is a financial advisor with Equitable Advisors in Lakewood, Ohio, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at AxA Advisors for seven years. Outside of his advisory role, Solove serves as a consultant for StudentLoan Tech Inc. and works as a development associate with Jerome Solove Development Inc. 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 channels tailored through a client intake process that documents 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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Randy K

Series 66

Lakewood, OH

Equitable Advisors

Randy Kinsey is a financial advisor with Equitable Advisors in Lakewood, OH, holding a Series 66 designation and 10 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at Axa Advisors, LLC and Compass Search Partners. 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 various third-party asset managers. The firm uses a hybrid referral and implementation model that includes advisory and brokerage/insurance channels, tailoring 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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Michael D

Series 66

Lakewood, OH

Equitable Advisors

Michael Daso is a financial advisor with Equitable Advisors, holding a Series 66 designation and 29 years of industry experience. He has been with Equitable Advisors since 2000 and previously worked with AXA Advisors, LLC for 20 years. Outside of his advisory work, he serves as a board member for the Beck Center for the Arts, consults on office management for Neighborhood Pediatrics LLC, and acts as treasurer for Lakewood Congregational Church. 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 employs a hybrid referral and implementation model, utilizing various third-party asset managers and offering both advisory and brokerage 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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