David O Smith-Morgan Stanley

Wells Fargo Advisors, located in Deerfield, IL, operates as a registered broker-dealer and a non-bank affiliate of Wells Fargo Company. The firm offers a range of investment and insurance products while ensuring clients are informed about the associated risks, including potential loss of principal invested. With a suite of experienced financial advisors, Wells Fargo Advisors focuses on providing tailored financial services to meet individual client needs. Their commitment to security and transparency reflects their dedication to responsible customer engagement and professional integrity in the financial industry. Generated from the website

Delivering the experience, resources and personalized service needed to help affluent families address their most complex wealth management issues.

Equitable Advisors is a national wealth management firm, operating locally across the country. Our financial professionals understand that your path to fulfillment starts with us getting to know who you are, what matters to you, and how you've made decisions so far. Equitable Advisors, LLC (NY, NY), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), a broker/dealer // Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) GE-7417817.1(12/24)