Bryce Mathie

About Bryce Mathie

At Equitable Advisors, we help individuals through an all-inclusive planning approach. Equitable’s services allows us to serve all of my client’s needs ranging from life insurance, retirement & estate planning strategies, asset management, long term care as well as strategies for employers and business owners. We create customized strategies and offer products from hundreds of leading investment and insurance companies. As a Financial Professional with Equitable Advisors, LLC, and an agent of Equitable Network, LLC and its subsidiaries, my team and I work with dozens of providers to offer a variety of financial products and services; including, Retirement Planning, Education Planning, Business Planning, Mutual Funds, Brokerage Accounts, Life Insurance, Disability Income Insurance, Annuities, and Employer-Sponsored Retirement Plans such as 401(k), 403(b)/TSA and 457(b)/EDC. As a financial professional, my mission is to provide the highest level of service available through helping clients identify and prioritize their financial objectives. I currently hold the Series 7, Series 66, Series 24, Ohio Life and Health & CRES (Certified Retirement Education Specialist) designation. I attended Louisville High School in Louisville, Ohio and earned my bachelors degree in Finance and Marketing at the University of Mount Union in Alliance, Ohio. While attending college I played on the Men’s Basketball team. In my free time, I enjoy playing basketball and golf, and also cheering on the Buckeyes, Cavs, Tribe and my beloved Browns! Please contact me at (33••••••91 or at b••••••••@equitable.com as a resource for planning your financial goals.

Experience

1. Vice President

   Equitable Advisors

   Jun 2024 — Present · Canton, OH, US