Advisor team serving $326 Million in client assets joins Equitable Advisors
June 12, 2024
Media Contacts:
(212) 314-2032
mediarelations@equitable.com
New York, New York – June 12, 2024 – Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced that Lori Brown and Jim Carroll have joined its wealth management business, Equitable Advisors, LLC.
Brown and Carroll moved their practice from Truist, where they managed a total of $326 million in client assets. They were drawn to Equitable Advisors for its robust capabilities to help them grow their practice and serve the holistic financial planning needs of their clients.
Brown and Carroll each have more than two decades of experience and co-lead the practice, Star City Private Wealth. Based in Roanoke, Virginia, the team has extensive experience in financial services, retirement planning and investment management, and employs a holistic approach to serve the needs of individuals, families and businesses.
“We take pride in forming strong, long-lasting relationships that help build better lives and communities, as well as becoming our clients’ trusted advisors,” said Brown. “Equitable Advisors’ platform, capabilities and philosophy align perfectly with our client service model.”
Carroll added, “In addition to being able to scale our business, we can now create even more meaningful connections with our clients and better serve their individual needs by leveraging the comprehensive planning strategies and advanced technology offered at Equitable Advisors.”
Brown and Carroll moved to Equitable Advisors along with their team members, including financial consultant Madelyn Brown, registered client service associate Michele Page and client experience manager Sherry Minnix.
With approximately $91 billion in assets under administration as of March 31, 2024, Equitable Advisors has more than 4,300 financial professionals across the country. Experienced advisors who join Equitable Advisors benefit from the firm’s supported independence model, which provides robust capabilities, resources and unparalleled operational infrastructure. This includes an open-architecture platform, leading technology, marketing tools and real estate, as well as support with succession planning, team formation and compliance.
About Equitable
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 3 million clients across the country. Please visit equitable.com for more information.
1 Equitable Holdings’ Earnings Release First Quarter 2024 financial results.
Reference to the 1859 founding applies specifically and exclusively to Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY).
Duly registered and licensed Equitable Advisors Financial Professionals offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuities and insurance through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.)
“Advisor” is used as a general term to describe insurance/annuity and investment sales and advisory professionals who may hold varied licensing as insurance agents, registered representatives of broker-dealers, and investment advisory representatives (IAR) of registered investment advisors, respectively. Duly registered and licensed Financial Professionals offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuity and insurance products through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equitable Advisors Financial Professionals do not directly manage clients’ assets.
