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If you have immediate questions, concerns, suggestions or need any type of service, call us at 941-361-1538.

If you need further assistance use the links below to get in touch with us:

Office Locations

Local Office Address

Equitable Advisors
8470 Enterprise Circle, Suite 301
Lakewood Ranch, FL 34202
Local Office Phone:
  • 941-361-1538
Directions to Local Office

My office is located in suite 301 in the Icard Merrill building one block north of the corner of University Parkway and Lakewood Ranch Blvd in Lakewood Ranch, Florida.  

Branch Office Address

8470 Enterprise Circle, Suite 301
Lakewood Ranch, FL 34202
Branch Office Phone:
941-361-1538
Branch Office Fax:
941-361-1551

California Insurance License #: 0D69184

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com

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