Thank you for visiting my website! Here you can register and view your account online. You'll also find educational newsletters, market updates, access to the most commonly requested service forms, and a myriad of calculators and other financial tools that will enhance your financial IQ. Above all, this website is intended as an additional resource in providing our clients with first-class service. I hope you find it helpful.
As a Vice President with Equitable Advisors, LLC, and an active member of the Northeast Ohio community, Chad is dedicated to helping individuals, businesses, and organizations build strong financial futures.
Beginning in the Financial Industry in 2006, Chad quickly built a large cliental by endeavoring to develop strong relationships with his clients; taking the time and attention necessary to understand their goals and concerns, and further their financial intelligence. That same year, Chad earned the designation of Retirement Benefits Specialist, Tax Sheltered Plans. In 2007 he was recognized in the Cleveland Branch as the top advisor in establishing new client relationships. In 2008 Chad was nationally recognized for his outstanding production as a recipient of the prestigious Centurion Award. His years of training and experience in financial services have equipped him to design investment and protection strategies tailored to each individual client.
Chad began mentoring new advisors in 2010 and in January of 2011 he was promoted to the position of Regional Vice President, where his role includes hiring, training and developing successful financial professionals, while still servicing and building his personal cliental.
Chad and his team work with dozens of providers to offer a variety of financial products and services; including, Retirement Planning, Business Planning, Asset Management, Life Insurance, Annuities, and Employer-Sponsored Retirement Plans such as 401(k), 403(b)/TSA and 457(b)/EDC. Chad holds Series 7, Series 66, and Series 24 registrations with FINRA, as well as his Ohio Life and Health Insurance License.
Opportunity
The demand for skilled financial professionals has never been greater. Consider the following:
· The retirement of baby boomers has sparked the largest transfer of wealth in history.
· Tax law, IRS regulations, and investment options are more advanced and more complicated than ever before.
· Financial markets continue to show unprecedented volatility.
· Almost 8 in 10 US households do not currently have a financial advisor to help them navigate through these challenging times.
· The average financial advisor is in their 50’s.
Equitable Advisors is at the forefront of meeting this growing need, offering qualified individuals the opportunity to build their practice with an industry leader. We look for…
· Uncompromising professional and personal ethics
· Excellent interpersonal skills
· Executive-level professionalism
· A dedicated work ethic
· An entrepreneurial spirit
· A passionate desire to help others build their financial future
· A commitment to professional and personal growth
Please contact me if you or someone you know may be interested in talking further, or you can select “Professional Opportunities” from the “About Us” tab above.
Equitable Advisors is an Equal Opportunity Employer - M/F/D/V
