Wilson, NC Office

Jerri Lynn Batts is a financial advisor with Equitable Advisors in Wilson, NC, holding a Series 66 designation and 25 years of industry experience. She has been with Equitable Advisors since 2000, including its predecessor Axa Advisors. Outside of her advisory work, she serves on the finance committee of St. Timothy's Episcopal Church and acts as an executor of her sisters' estates. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, 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, utilizing various advisory program structures and emphasizing individualized financial planning.

Tom Bardin Jr. is a financial advisor at Equitable Advisors with 44 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Equitable Advisors since 2015, previously affiliated with Axa Advisors. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and asset management access through LPL programs and a range of third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.