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I am extremely proud of our comprehensive holistic approach to financial planning here at Equitable Advisors. Our values are reflected in the advice and strategies we bring to the table. We make a strong commitment to prioritize our clients' best interest and transact business with complete transparency. Most people need help making sound financial decisions, and it is my goal to be a resource for them.
We focus the majority of our time getting to know our clients and understanding their financial goals and ambitions. We work with individuals, families, and small businesses to develop a plan to achieve these goals. We help them implement investment and insurance strategies to make sure they are confident in the decisions they make for their futures.
Another focus of mine is growing our team of financial professionals here in Charlotte, NC. I strive to connect hard working, motivated individuals with a career that brings incredible opportunity, an uncapped potential, and the ability to impact the lives of individuals and the community around you. If you or anyone you know is looking to explore the financial advisor career, please message me or email me directly at Stephen.Poulton@equitable.com.
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
