Westport, CT Post Road East Office

Patricia Carrera is a financial advisor with Equitable Advisors in Westport, CT, holding a Series 66 designation and 18 years of industry experience. She has worked with Equitable Advisors since 2008 and was previously affiliated with AXA Advisors, LLC. Outside of her advisory role, she serves as the executor of her deceased father's estate in Westchester County, NY. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a variety of proprietary and third-party programs, including discretionary management options and ERISA fiduciary services, to tailor solutions across mutual funds, ETFs, separately managed accounts, and selected alternative investments.

Joseph Barbetta is a financial advisor with Equitable Advisors in Westport, CT, holding a Series 66 designation and with 26 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2000. Barbetta serves as a legislative ambassador for the American Cancer Society, representing the organization in lobbying efforts at state and federal levels. 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 its services through a network of Investment Adviser Representatives and utilizes a range of investment programs and third-party asset managers.

Walter Rodiger III is a CFP® professional with 44 years of industry experience, currently serving at Equitable Advisors since 2005. His prior experience includes roles at AXA Advisors, Trusted Securities Advisors Corp., and Mony Securities Corporation. Outside of his advisory work, he is involved with the Wilton Historical Society as a board member and investment committee member, and he also serves on the investment committee of Wilton Congregational Church. Equitable Advisors provides financial planning, retirement plan consulting, and a range of asset-management programs to individuals, institutions, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and third-party program sponsors to deliver personalized investment strategies without sponsoring proprietary wrap fee programs.

Connor Robey is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Equitable Advisors since 2015, previously working at AXA Advisors. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives. The firm employs a range of advisory models, including third-party program sponsors and discretionary portfolio management, and provides ERISA fiduciary services to qualified plans.

Matthew Robey is a financial advisor at Equitable Advisors with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Robey has been with Equitable Advisors since 2005 and previously worked at Mony Securities Corporation. Outside of his advisory role, he serves as co-trustee of The Robey Charitable Trust, a family-operated 501(c)(3) organization involved in scholarship activities. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, corporations, pension plans, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives and utilizes a variety of proprietary and third-party program models to tailor investment solutions.