Equitable Advisors Erie Office

01/30/2026

Congratulations to David Lyle on his promotion to Vice President with the Pittsburgh Branch!

David brings exceptional dedication to helping clients make confident financial decisions through his consultative, educational approach to investment, tax, and distribution planning. Whether someone is building their first financial plan or refining a long‑term strategy, David’s guidance consistently helps people strengthen their financial future.

He’s also passionate about growing the next generation of talent at Equitable Advisors and is actively seeking driven individuals interested in the financial services industry.

Well deserved, David — excited to see the impact you’ll make in this new role!

01/21/2026

Congratulations to Tyler Williams on his promotion to Senior Vice President!

Please join us in celebrating Tyler’s well earned achievement.

An Erie native and proud Penn State graduate, Tyler began his career with Equitable Advisors immediately after college. Over the years, he has built a highly respected practice specializing in comprehensive financial planning, wealth management, and retirement income strategies.

Tyler’s commitment to excellence is reflected in his credentials—earning the Certified Financial Planner® designation in 2020 and becoming a Chartered Financial Consultant® in 2021. His dedication to helping individuals and families make confident, informed financial decisions has made a lasting impact on the clients and communities he serves.

Outside of work, Tyler enjoys life in Millcreek with his wife, Allie, their two sons, and their dog, Blue. Whether he’s spending time with family, golfing, or staying active in the Erie community, Tyler brings the same passion and purpose that define his professional life.

👏 Congratulations, Tyler, on this well deserved accomplishment!

01/16/2026

Congratulations to Preston Carney, CFP®, ChFC®, CRES, on his promotion to Vice President with the Pittsburgh Branch!

An Erie native and Duquesne University graduate, Preston began his career with Equitable Advisors in 2020 and has since become a trusted resource for individuals, businesses, and nonprofit organizations. He holds multiple securities and insurance licenses and has earned respected designations including CERTIFIED FINANCIAL PLANNER®, Chartered Financial Consultant, and Certified Retirement Education Specialist.

Known for his honesty, professionalism, and passion for helping others, Preston is active in the Erie business community and serves as a Trusted Consultant for The Nonprofit Partnership.
Outside the office, he enjoys golfing in the summer and exploring Erie’s food scene with his fiancée, Brissa.

🌟 A well deserved advancement — congratulations, Preston!

12/11/2024

Why Equitable Advisors? Grow your business with the mentorship and support of other experienced financial professionals.

See how Equitable Advisors wealth management firm gives financial advisors the supported independence to scale your business and serve your clients.

11/13/2024

Why Equitable Advisors? Experience the earning potential that comes with working as a wealth management associate.

See how Equitable Advisors wealth management firm gives financial advisors the supported independence to scale your business and serve your clients.

10/23/2024

Did you know you can supercharge your retirement savings? Learn all about catch-up contributions and how to make the most of them. Boost your retirement planning today. Let’s evaluate your plan to make the most of your hard-earned money and secure a brighter tomorrow, contact me today.

Learn about catch-up contributions and how they can help boost your retirement planning.

10/10/2024

Check out LPL Financial Research's Weekly Commentary on the market: "Just When We Recalibrated, Another Shock Arrived".

10/09/2024

Start planning for retirement now to help secure your financial freedom in the future. Learn how you can maximize your savings by contributing to your retirement plan consistently. Learn more.

The earlier you can connect with a financial professional, the sooner you can start your journey towards financial freedom.

10/09/2024

Why Equitable Advisors? Discover a fulfilling career where you can determine your own work-life balance.

Learn how Equitable puts you in control of your career with flexible working arrangements, professional development opportunities and a focus on diversity, equity and inclusion.

10/02/2024

Check out LPL Financial Research's Weekly Commentary on the market: "Gold Rally is No Flash in the Pan".