Westport, CT Post Road East Office

Patricia Carrera is a financial advisor with Equitable Advisors in Westport, CT, holding a Series 66 designation and 17 years of industry experience. She has been with Equitable Advisors since 2008 and previously worked with AXA Advisors, LLC. Outside of her advisory role, she serves as executor of her deceased father's estate in Westchester County, NY. 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 asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Joseph Barbetta is a financial advisor with Equitable Advisors in Westport, CT, holding a Series 66 designation and 25 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2000. Outside of his advisory role, he serves as a legislative ambassador for the American Cancer Society, representing the organization in lobbying efforts and grassroots events. 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 multiple third-party managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor client services based on goals, risk tolerance, and time horizon.

Walter Rodiger III is a CFP® professional with 44 years of industry experience, currently serving with Equitable Advisors since 2005. His prior experience includes 15 years at Axa Advisors, LLC. He holds positions in his community as an investment committee member of Wilton Congregational Church and board member of the Wilton Historical Society. Equitable Advisors serves a broad range of clients including individuals, high-net-worth investors, retirement plans, corporations, charities, and institutions by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing program sponsors and endorsed third-party managers to deliver advisory and brokerage solutions.

Connor Robey is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at Equitable Advisors since 2015 and previously at Axa Advisors, LLC from 2015 to 2020. 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 operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Matthew Robey is a financial advisor with Equitable Advisors in Westport, CT, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including 21 years at Equitable Advisors and 15 years at Axa Advisors, LLC. Robey serves as a co-trustee of The Robey Charitable Trust, a family-operated 501(c)(3) that awards scholarships and engages with recipients and school boards. 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 financial solutions based on clients’ goals, risk tolerance, and time horizon.