The right financial guidance can do more than help you achieve the goals you have today. It can open up a world of possibilities and guide you toward your most fulfilling future.
My name is Paul Southard. As a financial professional with Equitable Advisors, and a active member of the East Islip, New York community, I am dedicated to helping individuals and businesses build their financial futures.
As an Equitable Advisors Financial Professional, I am dedicated to helping my clients build a secure, prosperous, financial future to last them for generations.
As you know, the world is changing, unemployment is rising, and the world isn't the same place it used to be. My job is to assist you in mapping out your financial goals and to select the appropriate products to help you work toward your objectives through Equitable Advisors and its affiliates. I can offer a broad range of financial products and services that are detailed to your needs.
To stay on top of my field and develop my professional skills over my 26 year career, I've regularly attended industry training and certification programs. This includes being a member of the Million Dollar Round Table. My academic achievements include:
My education, experience and professional affiliations have fostered my practical approach to offering financial products and planning services to my clients. I look forward to working with you on any future endeavors
Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.
We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.
We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.
We are a full-service wealth management firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.
1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.