Wellington, FL Office

Jonathan Stone is a financial advisor with Equitable Advisors in Wellington, FL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he serves as a trustee for a family-related special needs trust. 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 a broad range of third-party asset managers. The firm employs a hybrid referral and implementation model that combines advisory and brokerage services, tailoring solutions based on client goals, risk tolerance, and time horizon.

Ana Campos Siberio is a financial advisor with Equitable Advisors in Wellington, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of her advisory role, she serves as a board member of Equitable Agent Reinsurance Co. and is a partial owner of Wellington North Ranch, LLC. 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 that utilizes multiple advisory programs and offers both discretionary and non-discretionary asset management.

John McGinty Jr. is a financial advisor with Equitable Advisors in Wellington, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Equitable Advisors since 1999, following his time at Axa Advisors. Outside of his advisory role, he is involved in horse show judging as a sole proprietor. 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/insurance channels to tailor services according to clients’ goals and risk tolerance.