Savannah, GA Office

William Lynch is a financial advisor with Equitable Advisors in Savannah, GA, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His prior roles include positions at Morgan Keegan & Company, LLC, Raymond James & Associates, and AXA Advisors. Outside of his advisory work, he serves as a board member and Youth Committee Chair at the Savannah Yacht Club, organizing youth activities and consulting on club policies. 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 uses personalized client information and risk assessments to match clients with various advisory models and third-party asset managers, offering a broad range of investment options without sponsoring its own wrap fee program.

Adam Byck is a financial advisor with Equitable Advisors based in Savannah, GA. He holds the Series 66 designation and has three years of industry experience. His prior work includes roles at Geico and Soundview Wealth Advisors, as well as positions in education at the University of Alabama, McDaniel College, and Savannah Country Day School. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs, utilizing a range of proprietary and third-party advisory solutions.

Cassidy Giroux is a financial advisor at Equitable Advisors with six years of industry experience. She holds a Series 66 designation and has worked at Equitable Advisors since 2020. Prior to her current role, Cassidy was involved with Red Moon Hospitality LLC, Appalachian State University, and Crossroads Coffeeshop. She is also a Notary Public in Georgia. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both firm-offered programs and third-party asset managers.

Joel Rotkow is a financial advisor with Equitable Advisors in Savannah, GA, holding Series 63 and Series 65 licenses and has 27 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, Rotkow serves as a board member of the Fairmont Condominium Association in Savannah and is involved in managing commercial real estate investments. 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 utilizes both proprietary and third-party advisory models, delivering services through Investment Adviser Representatives and focusing on customized solutions aligned with client risk profiles.