Equitable, a leading financial services organization and principal franchise of Equitable Holdings announced that Lori Brown and Jim Carroll have joined its wealth management business, Equitable Advisors.
Brown and Carroll have 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, which will help them grow their practice and serve their clients’ holistic financial planning needs.
Brown and Carroll each have over 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 serving the needs of individuals, families, and businesses.
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.
As of March 31, 2024, Equitable Advisors had about $91 billion in assets under administration and over 4,300 financial professionals nationwide.
KEY QUOTES:
“We take pride in forming strong, long-lasting relationships that help build better lives and communities, as well as becoming our clients’ trusted advisors. Equitable Advisors’ platform, capabilities and philosophy align perfectly with our client service model.”
– Lori Brown
“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.”
– Jim Carroll
