Poughkeepsie, NY Civic Center Plaza Office

Carlos Perez is a financial advisor with Equitable Advisors in Poughkeepsie, NY, holding a Series 66 designation and 20 years of industry experience. He has worked at Equitable Advisors since 2006, previously associated with Axa Advisors, LLC. Perez also conducts part-time passive property and casualty insurance sales. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs. The firm emphasizes matching clients to program models or discretionary managers, utilizing both proprietary and third-party solutions without sponsoring its own wrap fee program.

John Vita III is a financial advisor with Equitable Advisors in Poughkeepsie, NY, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Outside of his advisory role, he serves as executor of a trust for his parents. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach includes matching clients to advisory models or discretionary managers, utilizing both third-party and proprietary resources to deliver its services.

Collin Ford is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation. Prior to joining Equitable Advisors, his work history includes positions in education and local service businesses, such as the University of Rhode Island and Dave's Tree Service. Equitable Advisors serves individual clients across a range of wealth levels, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing both proprietary and third-party advisory solutions.

Mason Delisio is a Series 66-licensed financial advisor with Equitable Advisors, based in Poughkeepsie, NY, and has one year of industry experience. Prior to his current role, he held positions at various organizations including Marist University, SUNY Oneonta, and Wiltwyck Country Club. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm uses a range of advisory models implemented by third-party managers and provides ERISA fiduciary services to qualified plans.

Michael Starego is a financial advisor with Equitable Advisors in Poughkeepsie, NY, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has worked at Equitable Advisors since 2017, following prior roles at AXA Advisors LLC, IBM, and Juliano Plumbing and Heating. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Patrick Ford is a financial advisor with Equitable Advisors in Poughkeepsie, NY, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at Equitable Advisors and its predecessor, Axa Advisors LLC, since 2000. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a broad client base, including individuals, corporations, and nonprofit organizations. The firm utilizes a range of advisory programs and third-party asset managers to deliver tailored investment solutions.

John Vita IV is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Before joining Equitable Advisors, he held various roles including teaching positions and personal training. He is also involved as a seasonal football coach at Arlington High School. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, offering financial planning and asset management services through a network of Investment Adviser Representatives and third-party program sponsors.

Steven Knapp is a financial advisor with Equitable Advisors in Poughkeepsie, NY, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisor, LLC, since 1999. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a variety of proprietary and third-party advisory models.