Meet Our Advanced Planning &<br> Support Team

Meet Our Advanced Planning &
Support Team

Advanced Markets &
Fee Based Planning
Support Team

Estate Planning,
Charitable Planning

NancyHarms, J.D.
Rafael Perez-Mendez, J.D.
Amy Colton, MBA

Business Planning

Tom McGlynn, AVP, CLU
Clay Bristow, AVP, J.D., LL.M.
Brian Sherman

NQ Executive Benefits, Life Insurance Planning,
Annuity Planning, and Investment Planning

Cindy Wormser, AVP, ChFC, CLU, MSFS

Investment Planning

Kathy Kelly, CFS

Executive Benefits,
Life Insurance Planning

Phil Herr, J.D., CPA
Dan Sullivan, CFP, ChFC

Retirement Planning,
Annuity Planning

Stu Farmer, ChFC, CPA
Tom Jordan, QKA

Fee Based Planning Review

John McLaughlin, Advanced Senior Analyst
Sacha Schreiber

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. 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.

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