Two experienced advisors serving $177 million in client assets join Equitable Advisors
Gary Stemple and Kendyl Roundtree bring nearly five decades of combined experience
May 22, 2024
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New York, New York – May 22, 2024 – Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced that Gary Stemple CFP®, CLU®, CRPC® and Kendyl Roundtree, CFP®, MBA, MsFP have joined its wealth management business, Equitable Advisors.
Stemple and Roundtree moved their practices to Equitable Advisors from Lincoln Financial Advisors, where they managed a combined total of $177 million in client assets. Based in Southern California, the team was drawn to Equitable Advisors’ holistic planning model.
With nearly 40 years of experience, Stemple provides comprehensive financial planning and retirement planning to clients. Stemple began working with Roundtree more than five years ago as part of his long-term succession plan.
“For nearly four decades, I’ve helped my clients prepare for a secure retirement,” said Stemple. “As Kendyl and I looked to the future, we selected Equitable Advisors because it shares our values of personalized care and commitment to our clients’ overall financial well-being. It gives me peace of mind knowing that my clients will be in good hands for generations to come.”
Kendyl Roundtree brings more than a decade of experience as a financial advisor, providing clients with financial planning, investments, retirement planning and estate planning strategies. She has led Roundtree Financial since 2020, when she took over the business from her father, Dan Roundtree.
“Since I took the helm of Roundtree Financial, I’ve been dedicated to carrying out the vision that my dad set for the business more than 40 years ago, which considers our clients’ sense of purpose, physical and emotional wellness in addition to finances,” said Roundtree. “Equitable Advisors’ holistic advice model and broad range of products, resources and support allows me to accomplish this goal.”
“Gary and Kendyl are seasoned professionals who oversee practices with a rich history of making a positive difference in their clients’ lives. We look forward to supporting them on the next chapter of their journey together,” said John Lefferts, Head of Business Development at Equitable Advisors. “Their decision to join us underscores how our supported independence model, holistic planning approach and open-architecture platform are resonating with experienced advisors considering a move.”
With more than $91 billion in assets under administration1 as of March 31, 2024, Equitable Advisors has over 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.
