Roanoke, VA Day Avenue SW Office

Team
Updated today

Client AUM

$41,094,843,456

Clients

71,990

Advisors

4

Of 4,620 advisors across 967 offices

Location

335 Day Avenue SW

Roanoke VA 24016

Advisors at this office

4

Advisors at this office

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Weston M

CFP®, Series 63, Series 66

Roanoke, VA

Equitable Advisors

Weston Meyers is a financial advisor with Equitable Advisors in Roanoke, VA, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at Axa Advisors, LLC. In addition to his advisory role, he is a partner in two local LLCs involved in managing office and business expenses. 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 and offers both advisory and brokerage channels to meet client needs.

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

Series 63, Series 66

Roanoke, VA

Equitable Advisors

Amy Cantrell is a financial advisor with Equitable Advisors in Roanoke, VA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with Equitable Advisors since 2010, including its predecessor Axa Advisors. Outside of her advisory role, she operates a portable photo booth business at various events on weekends. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through third-party programs, utilizing a hybrid referral and implementation model that combines advisory and brokerage services.

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

Series 63, Series 65

Roanoke, VA

Equitable Advisors

Edgar Baber Jr. is a financial advisor with Equitable Advisors in Roanoke, VA, holding Series 63 and Series 65 licenses and over 35 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Outside of his advisory role, he is involved with the Roanoke Valley Golf Association, managing committee activities and golf tournaments. 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 and offers both advisory and brokerage/insurance channels to implement client recommendations.

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

Series 66

Roanoke, VA

Equitable Advisors

Leslee Cronise is a financial advisor with Equitable Advisors in Roanoke, VA, holding a Series 66 designation and 22 years of industry experience. She has been with Equitable Advisors since 2003, following her tenure at Axa Advisors, LLC. Outside her advisory role, she is an equal partner in SMSD, LLC, which facilitates the record keeping and functioning of Blue Ridge Financial Partners. 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 employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to 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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