Roanoke, VA Electric Rd Office

Hunter Townsend is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining Equitable Advisors, he worked at Indian Point Marina and held roles at James Madison University and Captains Quarters. 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 programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

James Carroll is a financial advisor with Equitable Advisors in Roanoke, VA, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Truist Advisory Services and SunTrust Investment Services. He serves as a FINRA arbitrator in Roanoke. 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 operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Bethany Hajny is a financial advisor at Equitable Advisors in Roanoke, VA, holding a Series 66 credential and beginning her advisory career in 2026. Prior to joining Equitable Advisors, she worked in various roles across several industries, including telecommunications and retail. Equitable Advisors serves a diverse client base that includes individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, brokerage, insurance, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Ty Dunkleman is a financial advisor at Equitable Advisors with a Series 66 designation and no prior industry experience. His background includes roles in education and community recreation in Christiansburg, VA. 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 a range of third-party programs and advisory channels. The firm operates a hybrid referral and implementation model that leverages external asset managers and offers both advisory and brokerage services.

Ann Taylor Parcell is a financial advisor with Equitable Advisors, holding a Series 66 credential and three years of industry experience. Prior to joining Equitable Advisors, she worked at Jackson Law and has assisted with administrative and client coordination tasks at Smoke In Chimneys, a family-owned business. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through a combination of advisory and brokerage solutions, relying on LPL-sponsored programs and a range of endorsed third-party managers.

Amy Force Garrett is a financial advisor with Equitable Advisors in Roanoke, VA, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she was self-employed and engaged in various roles including caregiving for a disabled veteran and volunteering leadership positions with the International Knightly Order of Saint George and the Sovereign Military Order of the Temple of Jerusalem. Equitable Advisors serves a diverse client base including individuals, high-net-worth families, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered model.

Richard Taylor Jr. is a financial advisor with Equitable Advisors, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Equitable Advisors in 2025, he worked at Solid Rock Financial Partners, Eagle Strategies (NY Life), NYLIFE Securities LLC, and New York Life Company. Before entering the financial services industry, he spent over three decades at United Parcel Service. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered SEC investment adviser and broker-dealer model.

Sir Jamison Cox is a financial advisor with Equitable Advisors in Roanoke, VA, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he worked at Walmart and has experience in academic settings at the University of Georgia and the University of North Georgia-Oconee. Equitable Advisors serves a wide range of clients including individuals, high-net-worth investors, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm is dual-registered as an SEC-registered investment adviser and broker-dealer and collaborates with third-party managers and program sponsors to deliver advisory and brokerage solutions.

Michele Page is a financial advisor with Equitable Advisors based in Roanoke, VA. She holds a Series 66 designation and has seven years of industry experience. Her prior work includes roles at Truist Advisory Services and Ayers Financial Services. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

Madelyn Brown is a financial advisor at Equitable Advisors with a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2024, she worked at Truist Advisory Services and Truist Investment Services from 2022 to 2024. Her background also includes roles in real estate and retail sectors. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through third-party managers. The firm operates a hybrid referral and implementation model, providing both advisory and brokerage channels to implement client recommendations.

David Binns Loveman is a financial advisor with Equitable Advisors in Roanoke, VA, holding the Series 66 designation and over 20 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is a partner in SMSD LLC, which facilitates record-keeping for a DBA approved by Equitable Advisors, and serves as an administrator or executor of estates and trusts. 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, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Justin Hart is a financial advisor at Equitable Advisors with three years of industry experience and holds a Series 66 designation. Prior to joining Equitable Advisors, he worked at several companies including Lyft, Uber, GrubHub, and Life Pacific University. He also serves as a youth pastor for 6-12 graders at The Bridge Christiansburg - Foursquare Church. Equitable Advisors serves a wide range of clients including individuals, high-net-worth persons, retirement plans, and institutional investors. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management, operating primarily through program sponsors and endorsed third-party managers.

David Moore II is a CFP® professional with 11 years of experience in financial advisory roles. He is currently with Equitable Advisors and previously worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and SunTrust Advisory Services. Moore serves on the board of the Martinsville City Schools Endowment Fund, participating in meetings and volunteer activities. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm works extensively with program sponsors and third-party managers, offering a combination of advisory and brokerage solutions.

Bruce Elliott is a financial advisor with Equitable Advisors in Roanoke, VA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through a range of third-party programs. The firm operates a hybrid referral and implementation model, leveraging third-party asset managers and LPL programs while offering both advisory and brokerage/insurance services.

Liam Mc Bride is a financial advisor with Equitable Advisors in Roanoke, VA. He holds Series 63 and Series 65 designations and has been with Equitable Advisors since 2026. Prior to his current role, his background includes positions at Virginia Military Institute, Dunham Lane Capital Partners, High Sierra Pools, and Good Company Doughnuts and Cafe. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.