Roanoke, VA Electric Rd Office

Hunter Townsend is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2025, he worked at Indian Point Marina and held roles at James Madison University and Captains Quarters. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes various advisory models and third-party program sponsors to implement investment strategies across multiple asset types.

James Carroll is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently with Equitable Advisors in Roanoke, VA, having previously worked at Truist Advisory Services, Suntrust Investment Services, Fidelity, Merrill, Charles Schwab, New England Securities, and UBS Financial Services. He serves as a FINRA arbitrator in Roanoke, VA. Equitable Advisors advises individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of third-party asset managers and advisory programs to deliver personalized investment solutions.

Bethany Hajny is a financial advisor with Equitable Advisors in Roanoke, VA, holding a Series 66 credential. She has one year of experience in the financial advisory industry, previously working at Boot Barn, Virginia Furniture Market, and US Cellular. 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 range of proprietary and third-party investment models and advisory platforms.

Ty Dunkleman 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, he worked in education and community recreation roles, including positions at Concord University and Christiansburg Recreation Center. Equitable Advisors serves a diverse client base, including individual and institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs. The firm employs a model-based investment approach, utilizing third-party asset managers and advisory programs while providing ERISA fiduciary services to qualified plans.

Ann Taylor Parcell is a financial advisor at Equitable Advisors with three years of industry experience. She holds a Series 66 designation and has prior work experience that includes administrative support roles and positions outside the financial sector. Parcell assists with computer administrative tasks for a family-owned business related to client communications and website updates. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm’s approach involves assessing client risk tolerance and utilizing a range of third-party asset managers and proprietary tools to deliver customized investment solutions.

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 for several years and has held various roles outside the financial industry. She volunteers as Grand Secretary for the International Knightly Order of Saint George and serves as Priory Inspector and Armorer for the Sovereign Military Order of the Temple of Jerusalem. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers, focusing on matching clients with suitable investment models based on their personal and plan information.

Richard Taylor Jr. is a financial advisor with Equitable Advisors in Roanoke, VA, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Solid Rock Financial Partners, Eagle Strategies, NYLIFE Securities, and New York Life Company. Before entering the financial industry, he worked for United Parcel Service for over three decades. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm employs a range of advisory models implemented through third-party asset managers and provides ERISA fiduciary services to qualified plans.

Sir Jamison Cox is a financial advisor with Equitable Advisors, 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 higher education roles at the University of Georgia and the University of North Georgia-Oconee. Equitable Advisors provides financial planning, retirement consulting, and asset management services to a diverse client base, including individuals, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions based on client risk tolerance and financial goals.

Michele Page is a financial advisor with Equitable Advisors in Roanoke, VA, holding a Series 66 designation and seven years of industry experience. Her prior work includes roles at Truist Advisory Services and Ayers Financial Services. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm relies on a network of Investment Adviser Representatives and third-party managers to deliver personalized investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Madelyn Brown is a financial advisor at Equitable Advisors with four years of industry experience. She holds a Series 66 designation and previously worked at Truist Advisory Services, Inc. before joining Equitable Advisors. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm’s approach involves tailoring advisory models and discretionary management through both firm-offered programs and third-party asset managers.

David Binns Loveman is a Series 66 licensed financial advisor with Equitable Advisors in Roanoke, VA, where he has worked since 2005. He has 20 years of industry experience, including prior work at AXA Advisors. Outside of his advisory role, he is a partner in SMSD LLC, which supports the functioning of a DBA approved by Equitable Advisors, and he also serves as an administrator or executor of estates and trusts. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives, utilizing various firm-offered programs and third-party asset managers.

Justin Hart is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and has previously worked in various roles outside of financial services, including positions at Lyft, Uber, and GrubHub. He also serves as a youth pastor for 6-12 graders at The Bridge Christiansburg - Foursquare Church. Equitable Advisors serves individual clients, including both non‑high-net-worth and high-net-worth individuals, as well as pension plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs, utilizing third-party asset managers and LPL-sponsored advisory platforms.

David Moore II is a CFP® professional with 11 years of industry experience, currently practicing with Equitable Advisors in Roanoke, VA. His prior experience includes roles at Morgan Stanley Private Bank, Suntrust Advisory Services, and his own practice. He serves as a board member for the Martinsville City Schools Endowment Fund, participating in board meetings and supporting volunteer and fundraising events. 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 range of investment vehicles and third-party advisory programs.

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 clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and diverse asset-management programs. The firm emphasizes matching clients to program models or discretionary managers and utilizes a range of investment vehicles, offering fiduciary services to qualified plans through credentialed advisors.

Liam Mc Bride is an advisor with Equitable Advisors in Roanoke, VA, holding Series 63 and Series 65 licenses. He began his financial advisory career in 2026. Prior to this, he worked in various roles including at Dunham Lane Capital Partners and had multiple positions at High Sierra Pools, along with experience at Virginia Military Institute and in the food service industry. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and diverse asset management programs. The firm employs a network of Investment Adviser Representatives and primarily utilizes third-party advisory programs and managers in its service delivery.