Palm Beach, FL Office

Richard Sweet is a financial advisor with Equitable Advisors in Palm Beach, FL, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He previously worked at CMG Financial Planning Ltd. and AXA Advisors, LLC. 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 investment solutions.

Daniel Morales is a financial advisor at Equitable Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2018, following a prior role at AXA Advisors. Outside of his advisory work, Morales is involved in rental property management. 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 managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services to tailor solutions based on clients’ goals, risk tolerance, and time horizon.