Welcome to Equitable Carolinas!

Serving North and South Carolina

Equitable Advisors

11325 N Community House Rd Suite 450
Charlotte, NC 28277

Phone:

  • 704-540-3000
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Charles E. Allen, CLU

Financial Professional

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Scott Allen

Financial Consultant

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Kevin Banitt, CFP®

Financial Planner

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Tom Bardin

Financial Consultant

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Troy Barrentine, CFP®, ChFC, CLU

Financial Advisor

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Jerri Batts

Retirement Planning Specialist

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James Beal

Financial Professional

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Trevor Bielawski

Financial Consultant

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Kristofor Blindenbacher

Financial Professional

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Maxwell Boyd, CFP®

Financial Advisor

(843) 849-7878 ext. 170
maxwell.boyd@oakcapitalmgt.com
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Jonathan Bright

Financial Professional

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James Bross, Jr.

Financial Consultant

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William "Justin" Bruce

Financial Consultant

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Michael Bynarowicz, CFP®

Financial Consultant

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Allison Campbell

Financial Consultant

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Ethan Carr

Financial Consultant

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Adrian Caspar

Financial Consultant

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Benjamin Cellamare

Financial Professional

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Jeffrey Collins, CLU

Financial Consultant

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Daniel Corely

Financial Consultant

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Robert Crigler, ChFC, CLU

Financial Consultant

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Benner "B." Crigler, Jr., ChFC, CLU

Financial Consultant

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Bryan Crolla

Financial Consultant

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Tim Cunningham

Financial Consultant

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Sean Dambaugh CFP®

Financial Consultant

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Andrew Davenport

Financial Consultant

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Alex Davidson

Financial Professional

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Sarah Dixon

Financial Consultant

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Wilton "Wil" Drake

Financial Consultant

(919) 913-0235, ext 206
wilton.drake@equitable.com
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Charles Drake, Jr. CLU

Financial Consultant

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Daniel Dupuis, CFP®

Financial Consultant

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David Dutton

Financial Consultant

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Susan Eisenman, CFP®

Financial Consultant

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Nick Elliott

Financial Consultant

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John Erwin, CFP®

Financial Consultant

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Henry Fiumara, CFP®, MBA

Retirement Planning Specialist

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Jim Fortenberry, Jr

Financial Professional

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Bray Friar

Financial Consultant

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Mitchell Garrett

Financial Consultant

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Adrienne Gonzalez

Financial Professional

Charles Gorman

Financial Consultant

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Scott Graham

Financial Consultant

Frederick Graves III

Financial Professional

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Charles Green

Financial Professional

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Bennie Greene

Financial Professional

Alexander Guess

Financial Professional

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Ethan Gulock

Financial Consultant

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Robert Hanks, Jr.

Financial Professional

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Ivan Henriquez

Financial Professional

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George Holmes, IV, MBA, CFP®

Financial Consultant

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Jody Howard

Financial Consultant

Winston Huie

Financial Consultant

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Kevin Jackson

Financial Consultant

Fernando Jimenez

Financial Consultant

(305 670 3772
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Brian Johnson

Financial Professional

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Gary "Chris" Johnson, CFP®

Financial Consultant

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Benjamin Kadlec

Financial Consultant

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Charles "Rick" Ketner

Financial Consultant

Michael Kovalchuk

Financial Professional

Michael Krueger

Financial Professional

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Bonnie-Clare Kunath, ChFC, CLU, CASL

Financial Consultant

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Henry Kuo, CFP® ChFC, CLU

Financial Consultant

Jack Lemons, ChFC, CLU

Financial Consultant

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Al Lovelace

Financial Professional

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Annette Lyon

Retirement Planning Specialist

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Thomas Macrone

Financial Consultant

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Daniel G. Maday, ChFC, CLU

Financial Consultant

Andrew Martin

Financial Professional

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Robert Matricardi, CFP®

Financial Consultant

Paula Matthews, CLU

Financial Consultant

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Charles McCarthy

Financial Consultant

Edward "Foster" McLeod

Financial Professional

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John McNeely

Financial Consultant

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Christopher Miller, CFP®

Financial Consultant

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William Milton, Jr., MBA, CFP®

Financial Consultant

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Ross Moore

Financial Professional

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Willie Myles, MBA, CFA, CFP®

Financial Consultant

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John Nee, ChFC, CLU

Financial Consultant

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Jon O. Neuhs

Retirement Planning Specialist

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Michael Noel

Financial Consultant

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Cole Nolte

Financial Professional

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Wesley Norman

Financial Consultant

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Howell O'Geary

Financial Consultant

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Benjamin O'Geary

Financial Consultant

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William "Bill" Ogburn, CLU

Financial Consultant

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Derek Oliphant

Financial Professional

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Jonathan Panning

Financial Consultant

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Julia Parks, MBA, CFP®, CLU, ChFC, RICP -

Financial Consultant

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James Plair, ChFC, CLU

Financial Consultant

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Jonathan Plaisance

Financial Consultant

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Patrick Porter

Financial Consultant

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Gentry "Ed" Porter, ChFC, CLU

Financial Consultant

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Robert Powell III

Financial Consultant

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Robert "Bert" Powell IV, CFP®, CLU, AIF®

Financial Consultant

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Austin Poythress CFP®

Financial Consultant

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James Rodgers

Financial Consultant

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Christopher Rowe

Financial Professional

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Michael Roy

Financial Consultant

(843) 849-7878 ext. 160
michael.roy@oakcapitalmgt.com
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Emily Satterlee

Financial Consultant

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Leo Sbardella, Jr.

Financial Consultant

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Waightstill "Wade" Scales IV

Financial Consultant

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Kevin Scharnhorst

Financial Consultant

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Laura Scherwitz

Financial Consultant

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Stephen Scott

Financial Consultant

John Scott

Financial Professional

(336) 812-8001 ext. 20
john.scott@equitable.com
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Steven Siegel

Financial Consultant

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George Sladky, ChFC, CLU

Financial Consultant

Darden Smith

Financial Consultant

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Jeffrey Smitherman

Financial Consultant

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Adam Snelling

Financial Consultant

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Lee Snow

Financial Consultant

(704) 636-6681 ext. 107
lee.snow@equitable.com
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Eddy Snow

Retirement Planning Specialist

(704) 636-6681 ext. 105
eddy.snow@equitable.com
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W. "Sandy" Solomon III, ChFC, CLU

Retirement Planning Specialist

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William Spence

Financial Professional

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Edward Spence, ChFC, CLU

Retirement Planning Specialist

Erin Spencer

Financial Professional

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Charles Stewart

Financial Consultant

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Shanna Strickland, CDFA®, LUTCF

Financial Consultant

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Matthew Sumner

Financial Consultant

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Roger G. Taylor, ChFC, CLU, LUTCF

Retirement Planning Specialist

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Hannah Thomas

Financial Consultant

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H. Micheal Thomas, ChFC, CLU

Financial Consultant

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Jason Thompson

Financial Consultant

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William Thompson

Financial Consultant

Robert Thompson, CLU

Financial Consultant

Douglas Thornton, CLU, ChFC, CFP®

Financial Consultant

Dana Tomkalski

Financial Professional

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Juan Trujillo

Financial Consultant

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Bradley S. Turner Jr., MBA

Financial Consultant

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Benjamin UySmith

Financial Consultant

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Jonathan Waterman

Financial Consultant

Robert Whiteside

Financial Consultant

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John Wicker

Financial Consultant

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Benjamin Wiggins

Financial Consultant

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David Wilburn

Financial Consultant

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Morris R. Wilder CPA, PFS

Financial Consultant

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Larry "Kirk" Wilkerson

Financial Consultant

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Jazmin Williams

Financial Professional

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Timothy Williamson

Financial Consultant

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Clayton Wise

Financial Consultant

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Douglas Wolfrath

Financial Consultant

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Bunn Woodard, Jr ChFC, CLU, LUTCF

Financial Consultant

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Glenn Woodlief

Financial Consultant

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Norris Woody

Financial Consultant

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Luyao Yan

Financial Consultant

Gregory Zimmer

Financial Consultant

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Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 26,075.30 +1.44%
NYSE Composite 12,075.58 +1.23%

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All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through Equitable Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

IMPORTANT: The names of all companies under the formerly-used AXA brand name have been updated under Equitable, the brand name of Equitable Holdings, Inc. and its family of companies. As we work to completely revise all of our website content, advertising, and other communications, you may occasionally see a remaining and inadvertent reference to some variation of "AXA", which should be disregarded and will be corrected as soon as possible.

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