About Us

Our promise to clients
Together we will face the future with courage, strength, and wisdom.
Understand your situation

Understand your situation

The most important work we do is getting to know who you are. When we work with people as individuals, not dollars and stats, that’s when we deliver on our mission.

Respect your assets

Respect your assets

There are reasons for the decisions you’ve made so far. We listen, learn and build on your existing assets — respecting choices you’ve made.

Educate you on your options

Educate you on your options

When you have personal and practical questions, we’ll be ready with answers about the options that can help you make the most of what you’ve earned and saved.

Provide clear recommendations

Provide clear recommendations

A fulfilling life can mean something different to everyone. With insight and clarity, we offer new ways to help you make your own life’s most important decisions.

Track your progres

Track your progress

We believe in giving you the knowledge and time you need to understand performance and, more specifically, progress toward the goals you’ve communicated to us.

Stay in touch

Stay in touch

As the world and your goals change over time, your financial strategy should as well. With advice designed for you and products built to meet your needs at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.

Our Core Values


Our Branch Leadership Team


Our Culture

We provide a positive, productive, entrepreneurial, and collaborative sales environment for our team members – we are a family who cares about each other personally and professionally.


Learn how we, and you could, impact clients lives

A Financial Professional Career Video

Experienced Professional Career Video

A Client Experience Video

National recruiting video

See pictures of our work-family activities, events and camaraderie

Our Office Locations

The following are our Equitable Advisors – Texas Branch – offices.

TEXAS - Austin

8911 N. Capital of Texas Highway
Suite 4350
Austin, TX 78759

Phone: (512) 794-2300

Fax: (512) 795-8930

TEXAS - Dallas

12377 Merit Dr.
Suite 1500
Dallas, TX 75251

Phone: (972) 386-8100

Fax: (972) 455-9116

San Antonio

TEXAS - Fort Worth

801 Cherry Street
Suite 2300
Fort Worth, TX 76102

Phone: (817) 335-2020

Fax: (817) 870-2478

TEXAS - Houston

3200 Southwest Freeway
Suite 1800
Houston, TX 77027

Phone: (405) 942-4200

Fax: (405) 946-8690

San Antonio

TEXAS - San Antonio

8000 IH 10 West,
Suite 750
San Antonio, TX 78230

Phone: (210) 308-6300

Fax: (210) 340-6083

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck