About Us

Together we will face the future with courage, strength, and wisdom.

Learn More Family Values / A Client Experience video

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

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

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

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 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

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

Teamwork

Two are better than one. We are partners. A team will always outperform an individual. We seek ways for everyone to win.

High Trust

We are always trustworthy & dependable. We do what we say. We are worthy of the reliance of others.

Service to Others

We believe in servant leadership by putting others interests first. We see the best in others even when they do not. We are committed to exceptional client outcomes.

Humbly Confident

We always try to be gracious, humble and real. We are confident in our ability to add value. We express appreciation to clients, each other, and our business partners at every opportunity.

Unwavering loyality

We are loyal to our clients, our cause, each other and our Firm. We avoid chasing shiny objects.

Responsible Mindset

We always maintain a positive mindset. No excuses, high performance. We do not blame, and we own our response to circumstances.

Our Branch Stats
Our Equitable Advisors Stats

155,000

Households Served

Office Locations in Dallas, Fort Worth, Houston, The Woodlands, Austin, and San Antonio (with additional ancillary offices throughout the state)

8.8

Billion Assets Under Management

216,378

Active Policies

160

years and counting

220

billion assets under management

2.8

million clients

4,330

dedicated financial professionals in communities all over the U.S

Our Branch Leadership Team

Our Regional Vice Presidents

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.

Videos
Community Involvement
Photos

Videos

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

Community and Organization Involvements

Our broad involvement in the community, both on the local and international level, have impacted many diverse cultures in a positive manner.

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

Connect With Us

We love to hear from the communities we serve, so we hope you will get in touch with any questions, concerns, or suggestions for how we can continue to improve the ways that we support you! We also invite you to learn more about the office teams.

Get in Contact with one of our Financial Advisors:

Our Office Locations