Moorestown, NJ Office

Team
Updated today

Client AUM

$41,094,843,456

Clients

71,990

Advisors

5

Of 4,620 advisors across 967 offices

Location

110 Marter Avenue, Suite 201

Moorestown NJ 08057

Advisors at this office

5

Advisors at this office

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Christopher C

Series 63, Series 65

Moorestown, NJ

Equitable Advisors

Christopher Carrozza is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Agia and Valic Financial Advisors. He also works as an independent agent for outside fixed insurance and serves as power of attorney for his spouse. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through various third-party managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to deliver tailored services based on 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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Jennifer A

Series 63, Series 65

Moorestown, NJ

Equitable Advisors

Jennifer Anderson is a financial advisor at Equitable Advisors with 10 years of industry experience. She holds Series 63 and Series 65 credentials. In addition to her advisory role, Jennifer is the owner of Mazzucco and Company CPAs, an auditing firm, and operates Jennifer L Anderson LLC, providing CPA and accounting services. She also volunteers as a Eucharist Minister at Our Lady of Good Counsel. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, offering financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates through program sponsors and third-party managers with a focus on both 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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Brian L

Series 66

Moorestown, NJ

Equitable Advisors

Brian Lorenz is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2024. Outside of his advisory role, he has been a soccer coach with the Medford Soccer Club since 2021. 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 that combines advisory and brokerage services tailored to clients’ goals, risk tolerance, and time horizons.

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

Series 63, Series 65

Moorestown, NJ

Equitable Advisors

Eric Lorenz is a financial advisor with Equitable Advisors in Moorestown, NJ, holding Series 63 and Series 65 licenses and having 25 years of industry experience. His prior work includes roles at Voya Retirement Insurance and Annuity Company, Voya Financial Advisors, GWN Securities, and ABCO Federal Credit Union. Outside of advisory work, he is an independent agent involved in the sales and service of fixed insurance products and serves as executor and power of attorney for a family member. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and asset management access through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model that integrates advisory and brokerage/insurance channels to deliver tailored client solutions.

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

Sean D

Series 66

Moorestown, NJ

Equitable Advisors

Sean Danks is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Hightower Trust Company and CutCo Corporation, as well as several positions during his time at the University of Delaware. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored solutions and 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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