Carey Wilson

Financial Professional at Equitable Advisors

Role: Financial Professional at Equitable Advisors
Location: Milford, CT, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Financial Professional
Equitable Advisors
Jun 2020 — Present
I assist people with their Retirement Planning, Insurance(Life,Long-Term Care,Health,Disability), and Investment related strategies. Primarily my clients are within the Teacher(Board of Education), Municipality, and Non-for-Profit market establishing and maintaning their 403b/457/501c\'s, and/or clients who have experienced a Major Life Event and have questions or concerns regarding their Protection(Insurance), Preservation of Capital(Current Assets), and Potential Profit of their Investment Portfolio(Long Term Asset Growth). I pride myself on being timely, courteous, and informative, and I appreciate and welcome any Referrals/Contacts/Relationships that can be developed.

Skills

Insurance Strategies
Financial Strategies
Retirement Planning

Contact information

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Work email
c••••••••@equitable.com
Personal email
•••••@•••••.com
Direct dial
+19•••••••02

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Current company

Equitable Advisors

Financial Services · 4.3K employees

At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy. By taking the time to understand what matters most to clients, we help build and adapt financial strategies designed to support their life today—and the future they are planning for. Equitable Advisors, LLC (NY, NY (21••••••00), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), a broker-dealer // Equitable Advisors, LLC, an SEC-registered investment advisor. Equitable Network, LLC (Equitable Network Insurance Agency of CA, LLC.; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equal Opportunity Employer - M/F/D/V. Retirement Benefits Group is a specialized division of Equitable Advisors. Important Information & Disclosures: https://equitable.com/social All messages, e-mail and other electronic individual and group communications sent to and received from this LinkedIn page are subject to capture, review and archive by Equitable Advisors and to possible production upon regulatory request for review. Please e-mail any comments or questions regarding this LinkedIn page to s••••••••@equitable.com. Never post your account/policy number, telephone number, and other secure or personal information, or trade instructions/requests. For customer service, please visit: equitable.com/support. Please click here to read more important information and disclosures regarding your connection to this LinkedIn page and use of its features: Equitable.com/social Equitable Advisors, Equitable Network, are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. GE-89•••••14/26)(Exp. 4/30)

equitable.com

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