Carissa Hatley

About Carissa Hatley

As a Financial Consultant at Equitable Advisors, I am passionate about making a difference in people\'s lives through financial planning. My areas of focus include retirement planning, asset allocation strategies, and tax-efficient investment strategies. I leverage my credentials to provide customized solutions for each client\'s unique needs and objectives.As a Regional Vice President, I am responsible for building and managing a team of Financial Consultants. Prior to working at Equitable Advisors, I spent 5 years as a High School Coach and Teacher. Although I left athletics, I wanted to use my coaching background in a different capacity. Instead of coaching athletes, I coach clients to help reach their goals and coach financial consultants internally to better assist clients.Since then, I have consistently ranked among the top consultants in my class across the country. I received the Rising Elite award in my first year and the #2 national ranking of 45 VPs in my class across the country in my first year as a Vice President. I attribute my success to my dedication, professionalism, and competitive mindset, as well as to the support and collaboration of my team and colleagues. As of March 2025 I have obtained my CFP® CertificationI also enjoy sharing my knowledge and experience with others, and I use my coaching background to mentor and train new consultants who join our company. My mission is to empower more people to achieve financial security and independence through our services.

Experience

1. Regional Vice President

   Equitable Advisors

   Oct 2021 — Present · New York, NY, US

   AXA Advisors has updated the overall brand for our family of companies to Equitable Advisors (effective January 14, 2020)

Education

• Mays Business School - Texas A&M University

  Master of Business Administration (M.B.A.), Business Administration and Management, Finance

  2016 — 2018

• Texas Tech University

  Bachelor’s Degree, Education, Mathematics & Spanish

  2008 — 2012

Skills

• Tutoring
• Teacher Training
• Staff Development
• Special Education
• Educational Technology
• Instructional Design
• Wealth Management
• Differentiated Instruction
• Investment Advisory Services
• Teaching
• Communication
• Public Speaking
• Asset Allocation Strategies
• Retirement Planning
• Lesson Planning
• Microsoft Excel
• Powerpoint
• Curriculum Development
• Foreign Languages
• Classroom
• Classroom Management
• Tax-Deferred Investment Planning
• Curriculum Design
• Educational Leadership
• Insurance Services
• Higher Education
• Strategic Communications