Equitable Advisors Welcomes Mother-Son Team with $175 Million AUM
Tamara and Daniel Kukainis joined Equitable Advisors to elevate their client offerings
October 25, 2023
New York – October 25, 2023 – Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced that financial advisors Tamara Kukainis, CFP®, and Daniel Kukainis, CFP®, recently joined its wealth management business.
The mother-son duo moved their team, Schwartz Financial Associates, to Equitable Advisors from Cetera Advisor Networks where they previously managed approximately $175 million in client assets. They will continue to operate out of their Marlton, New Jersey, office as part of the Firstrust Financial Resources team within Equitable Advisors’ greater-Philadelphia branch.
Across three generations, Schwartz Financial Associates has helped individuals, families and businesses successfully navigate their financial journeys. Building on this tradition, Tamara and Daniel moved their practice to Equitable Advisors to enhance the services and capabilities they deliver to clients.
“We’re extremely proud of our legacy, which spans more than six decades of helping clients achieve financial wellness,” said Tamara Kukainis. “As we explored the right firm to help take our financial guidance and service excellence to the next level, Equitable Advisors was the clear choice for us. It’s open-architecture platform gives us a wider array of solutions to meet our clients’ and their families’ full range of needs.”
Tamara has led the business since 1997, which her father, Julian Schwartz, established in 1958. Through the years, Tamara has grown the practice and built long-term relationships with clients who value the personalized advice that her team provides. Her son Daniel is leading the charge as the next generation of the business.
“With clients’ financial lives becoming more complex, it’s important that we look to the future and have access to leading technology that allows us to be more nimble,” said Daniel Kukainis. “It gives us peace of mind knowing we have robust capabilities and resources at Equitable Advisors to position our business for the future, so we can continue making a meaningful difference in our clients’ lives for generations to come.”
Equitable Advisors’ greater-Philadelphia branch manager and Firstrust Financial Resources CEO, David Fleisher said, “We are thrilled to welcome Tamara and Daniel to Equitable Advisors. Schwartz Financial Associates is a successful organization that shares our values and approach to client service. We are honored that they selected us to support the next chapter of their business.”
Equitable Advisors is the wealth management business of Equitable, with $80.4 billion in assets under administration1 (as of 6/30/23) and approximately 4,100 financial professionals across the country.
Equitable, a principal franchise of Equitable Holdings, Inc. (NYSE: EQH), has been one of America’s leading financial services providers since 1859. With the mission to help clients secure their financial well-being, Equitable provides advice, protection and retirement strategies to individuals, families and small businesses. Equitable has more than 8,000 employees and Equitable Advisors financial professionals and serves 2.8 million clients across the country.
Please visit equitable.com for more information. Reference to the 1859 founding applies specifically and exclusively to Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY).