Equitable Advisors welcomes experienced advisor who served more than $180 million in client assets
March 27, 2025
Media Contacts:
(212) 314-2032
mediarelations@equitable.com
New York, New York – March 27, 2025 – Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced that experienced advisor, Shebna Olsen–Shillibeer, CFP®, has joined its Wealth Management business, Equitable Advisors.
Based in New York, NY, Olsen–Shillibeer moved to Equitable Advisors from J.P. Morgan Wealth Management, where she managed more than $180 million in client assets. With three decades of experience, she helps individuals, families, corporate executives and institutions define their financial objectives and create personalized plans to achieve their goals. Her expertise includes investment, retirement, estate planning, intergenerational wealth transfer and educational savings planning strategies.
Olsen–Shillibeer was drawn to Equitable Advisors for its supported independence model and open-architecture platform that allows advisors and their clients to choose the solutions and products that meet their needs.
“My commitment to delivering the best experience for my clients and growing my business are at the heart of this move,” said Olsen–Shillibeer. “Equitable Advisors offers me the flexibility to manage my practice, backed by the support of a well-established firm. The company’s open-architecture platform also gives me the freedom to choose the solutions and strategies that best fit my clients’ unique goals.”
With more than $100 billion in assets under administration,1 Equitable Advisors has approximately 4,600 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 an 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 Full Year and Fourth 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.). Equal Opportunity Employer – M/F/D/V. Equitable Advisors financial professionals do not directly manage clients’ assets except where expressly authorized by the client and by Equitable Advisors.
“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. Equitable is the brand name of Equitable Holdings, Inc., and its family of companies, including Equitable Financial Life Insurance Company (1345 Avenue of the Americas, NY, NY); Equitable Financial Life Insurance Company of America, AZ stock company with an administrative office located in Charlotte, NC; Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI & TN); and Equitable Distributors, LLC.