Joshua Smith at Equitable Advisors

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This week, Steven Fortino and I had the honor of attending and speaking at the 32nd Annual Reunion of the Equitable Sout...
05/02/2025

This week, Steven Fortino and I had the honor of attending and speaking at the 32nd Annual Reunion of the Equitable Southern Region Retirees Club in Sarasota, FL. It was a remarkable chance to discuss the current state of our company, both nationally and locally, while sharing our personal journeys within Equitable.

We exchanged stories, insights, and experiences with the retirees who have laid the groundwork for the company's success. Their wisdom and expertise remind us of the rich legacy and community spirit that Equitable embodies.

A heartfelt thank you to everyone who attended and made this event unforgettable. We look forward to continuing these meaningful conversations.

Steven Fortino and I are excited to welcome Natalie Knaus to our Central Florida team in Tampa! Natalie is a dedicated f...
05/01/2025

Steven Fortino and I are excited to welcome Natalie Knaus to our Central Florida team in Tampa!

Natalie is a dedicated financial advisor, focusing in the Retirement Benefits Group Space. She assists educators in setting up retirement plans to achieve financial success. Since transitioning to the financial industry in 2021, Natalie has leveraged her experience in the non-profit sector, where she worked to ensure housing equality, to shape her approach to financial services.

Her career choice stems from a desire to help individuals gain control over their financial goals, inspired by her previous work in the non-profit and 401(k) spaces.

Welcome to the team, Natalie!

Steve and I are happy to announce Patrick Bungo has joined our Central Florida Team!Patrick is a Wealth Advisor based in...
04/04/2025

Steve and I are happy to announce Patrick Bungo has joined our Central Florida Team!

Patrick is a Wealth Advisor based in Wesley Chapel, Florida, working with Equitable Advisors from his home office. In 2022, Patrick and his family relocated from Pittsburgh, Pennsylvania, to Wesley Chapel. He graduated from Clarion University of Pennsylvania in 2003 with a bachelor’s degree in business management.

Patrick brings with him over 20 years of experience in the Financial Services industry. Outside of his professional life, Patrick enjoys spending quality time with his wife and three children and has a passion for playing golf.

Welcome to the team, Patrick!

I had such a great time hosting our industry partners from GAMA Thailand last week!  We spent several hours discussing E...
03/25/2025

I had such a great time hosting our industry partners from GAMA Thailand last week! We spent several hours discussing Equitables' rich history, industry leading value proposition, and our local processes around Recruiting, Training and Developing top talent in the business! A special shout-out to and specifically, , for providing us the opportunity!

In February, during our awards ceremony, our Central Florida team had the honor of celebrating a significant milestone a...
03/24/2025

In February, during our awards ceremony, our Central Florida team had the honor of celebrating a significant milestone at Equitable. Jeff Davis was awarded the prestigious Zenith Award, acknowledging his remarkable 50 years of NLC-level production. In an era where long-term commitment is rare—where the average American remains in a job for only 3.9 years, resides in a home for 8 years, and is married for 21 years—Jeff Davis shines as an example of dedication and loyalty, having dedicated 51 remarkable years to our company.

Jeff's career achievements are truly impressive:
*32-Time Centurion
*Bronze Eagle Recipient
*Hallmark 5 Honoree
*Longest-Standing Member of the Hall of Fame
*Order of Excalibur, Silver Medal of Honor, and Diamond Life Award Recipient
*Ranked #28 Nationally among all retired advisors

His journey is a remarkable testament to hard work and dedication! Congratulations again, Jeff!

🌟🌸Celebrating Women's History Month: Saluting the Women of Our Central Florida Branch As we honor Women's History Month,...
03/21/2025

🌟🌸Celebrating Women's History Month: Saluting the Women of Our Central Florida Branch

As we honor Women's History Month, it's vital to celebrate the exceptional women within our Central Florida branch—from financial advisors to managers, and those in operations and administration. These women are true trailblazers, visionary leaders, community advocates, mentors, and role models. Their unwavering dedication and remarkable achievements not only propel our team's success but also establish new benchmarks of excellence in the financial industry.

We extend our heartfelt gratitude for all you do!

Steven and I are happy to announce Pat Tierney has joined our Central Florida Team!Pat provides clients a broad range of...
03/18/2025

Steven and I are happy to announce Pat Tierney has joined our Central Florida Team!

Pat provides clients a broad range of Financial Planning solutions, he works primarily with individuals in the Orlando area to develop personalized retirement strategies to ensure his clients sustain and maintain their lifestyle throughout retirement.

Pat brings over 25 years in the Financial Service industry with him as he helps individuals pursue their retirement objectives through comprehensive strategies and goal-setting that are designed to achieve measurable results.

Welcome to the team, Pat!

Steven Fortino and I are excited to welcome Victoria Singletary to our Central Florida team in Tampa!With nearly two dec...
03/10/2025

Steven Fortino and I are excited to welcome Victoria Singletary to our Central Florida team in Tampa!

With nearly two decades in the financial services industry, Victoria brings experience in holistic financial planning and wealth management. Her dedication to enhancing client service and her active role in community organizations make her a perfect fit for our team.

Welcome to the team, Victoria!

Steven and I are happy to announce Bruce Gelin has joined our Central Florida Team! As a trusted advisor with 19 years o...
03/07/2025

Steven and I are happy to announce Bruce Gelin has joined our Central Florida Team!

As a trusted advisor with 19 years of experience in the financial services industry, Bruce takes a client-centric approach, ensuring that financial plans align with long-term aspirations while adapting to changing market conditions. By leveraging a deep understanding of investment principles and risk management, he empowers clients to make informed financial decisions with confidence!

Welcome to the team, Bruce!

Steven and I are excited to welcome Jeannine Klos to our Central Florida team in Tampa!As a financial professional, Jean...
02/26/2025

Steven and I are excited to welcome Jeannine Klos to our Central Florida team in Tampa!

As a financial professional, Jeannine is honored when her friends, neighbors and acquaintances extend their trust by sharing with her the situations and life events that have brought them to today and then look to her for advice that could improve their futures. Her goal is to help them get back on track without shame or judgement so that they can look forward with hope and confidence. She chose this career because as a mom (of four), she loves helping her family and loved ones prepare for their futures, and have experienced and witnessed the benefits that encouragement and guided support can bring

Welcome to the team, Jeannine!

I am thrilled to share some highlights from our Central Florida Branch's State of the Branch event that took place this ...
02/24/2025

I am thrilled to share some highlights from our Central Florida Branch's State of the Branch event that took place this past Friday!

A heartfelt thank you to all our vendors for their unwavering support, making this event a tremendous success. Your partnership is invaluable to us, and we couldn't have done it without you.

The night was capped off with an exciting award ceremony where we celebrated our 2024 award winners. Congratulations to all the outstanding individuals whose hard work and dedication have been recognized. 🏆

Here's to a prosperous year ahead and continued success for our Central Florida branch!
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At Equitable Advisors we value the importance of innovative technology, team building and our supported independence mod...
02/23/2025

At Equitable Advisors we value the importance of innovative technology, team building and our supported independence model. Cindy Price and Bill Degnan partook in podcast series with Barron’s to underscore the importance of these values and shared personal stories from their experiences. Take a listen to learn more: https://bit.ly/416o0WW

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