EQUITABLE ADVISORS TEXAS - Key Persons
Job Titles:
- Financial Consultant at Tack Advisors
Job Titles:
- Financial Advisor
- Vice President
Adil Berrada is a diligent, result driven individual who happens to be a polyglot. His main purpose as a Financial Professional is to listen, understand, educate, and embrace people's goals to build a retirement planning strategy that accomplishes their specific personal priorities and create wealth for themselves and their loved ones.
His favorite quote is: "If you want to live a happy life, tie it to a goal, not to people or objects" Albert Einstein.
Assisting and serving people in the best way he can is what he enjoys most. He earned a bachelor's in computer information systems at UHD and a master's in business administration at UH Clearlake, where he developed a strong understanding in business and investments in the financial services industry. He holds FINRA Series 7 and 63 registrations, as well as his Texas Health and Life Insurance licenses.
When it comes to your insurance and investment needs, he can help make smart decisions that are appropriate and suitable, considering your particular needs, goals, time horizon and tolerance for risk. He prides himself on being very accessible to his clients in helping them strive toward achieving their goals.
As a child, Adil dreamed about becoming a soccer or basketball player. He enjoys learning about various topics, such as science, health, architecture, technology, cars, and nature.
Some of the causes Adil cares about are education, environmental sustainability, and Socio-economical equity.
Job Titles:
- Managing Partner Retirement Planning Specialist at Private Wealth Group
Job Titles:
- Financial Advisor
- Regional Vice President
Job Titles:
- Financial Consultant
- Vice President
Job Titles:
- Director of Corporate Retirement Planning at DeNovo Advisory Group Financial Consultant
Job Titles:
- Financial Advisor
- Regional Vice President
Job Titles:
- Financial Advisor at Lemnis Capital
Job Titles:
- Managing Partner and Retirement Planning Specialist at Paradigm Wealth Management
Bobby Ellis has been in financial services for over 20 years. He began his career after graduating from Baylor University (2002) with degrees in finance and marketing. After a short time, Bobby was promoted to Vice President with Equitable Advisors where he served in that capacity for over seven years. Currently a Managing Partner with Paradigm Wealth Management, he is committed to growing and protecting the financial wellbeing of others.
Bobby takes an active role in educating clients about matters concerning retirement, tax advantage investing, and estate planning. His goal is to deliver professional wealth management through sound advice, creating value and understanding. Once a plan is implemented, periodic reviews and updates are consistent with his investment process.
Bobby has a passion for sports and sharing the outdoors with others. He lives in Aledo, TX with his wife Mylie and dogs Ranger and Tucker. He has participated in several triathlons from Maui to Louisiana, Alabama, and Texas. When the weather is right, he loves spending time in the outdoors sitting by the fire with Mylie and friends. Wherever you see him, whether he's taking kids out hunting with Ranger, fishing, golfing with friends, or hosting crawfish boils, you are sure to see a smile on his face reflecting his passion in helping others.
Education
Bachelor of Science in Finance - Baylor University
Bachelor of Science in Marketing - Baylor University
Job Titles:
- Financial Professional at Lemnis Capital
Job Titles:
- DIRECTOR of RESEARCH and ANALYSIS - CRP at DENOVO ADVISORY GROUP FINANCIAL CONSULTANT
Job Titles:
- Financial Advisor
- Vice President
Job Titles:
- Financial Consultant
- Vice President
Job Titles:
- FINANCIAL ADVISOR RETIREMENT PLANNING SPECIALIST
Job Titles:
- RETIREMENT PLANNING SPECIALIST at ESHELMAN & ASSOCIATES RETIREMENT PLANNING
Job Titles:
- MANAGING PARTNER and RETIREMENT PLANNING SPECIALIST at HAWKINS LAAKSO FINANCIAL CONSULTANT
Job Titles:
- MANAGING PARTNER and RETIREMENT PLANNING SPECIALIST at PARADIGM WEALTH MANAGEMENT
Job Titles:
- FINANCIAL CONSULTANT
- VICE PRESIDENT
Job Titles:
- PARTNER and RETIREMENT PLANNING SPECIALIST at VISTA WEALTH PARTNERS
Job Titles:
- MANAGING DIRECTOR, FOUNDER at DENOVO ADVISORY GROUP
Job Titles:
- FINANCIAL PROFESSIONAL at LEMNIS CAPITAL
Job Titles:
- CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL RETIREMENT PLANNING SPECIALIST
Job Titles:
- SENIOR MANAGING PARTNER and FINANCIAL ADVISOR at PARADIGM WEALTH MANAGEMENT
Job Titles:
- Vice President, Financial Professional
Job Titles:
- PARTNER and CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL at HARVEST FUTURE FINANCIAL
Job Titles:
- FINANCIAL PROFESSIONAL at LEMNIS CAPITAL
Job Titles:
- FINANCIAL CONSULTANT
- VICE PRESIDENT
Job Titles:
- Financial Professional at Lemnis Capital, LLC
Job Titles:
- MANAGING PARTNER at HAWKINS LAAKSO FINANCIAL CONSULTANT
Job Titles:
- MANAGING PARTNER at CAPITALWISE WEALTH MANAGEMENT FINANCIAL CONSULTANT
Job Titles:
- MANAGING PARTNER and FINANCIAL PROFESSIONAL at BAY AREA PRIVATE WEALTH GROUP, LLC
Job Titles:
- CERTIFIED FINANCIAL PLANNER™, Professional and Financial Consultant at Wisdom Wealth Management
Job Titles:
- FINANCIAL PROFESSIONAL at LEMNIS CAPITAL
Job Titles:
- REGIONAL VICE PRESIDENT, FINANCIAL PROFESSIONAL
Job Titles:
- PARTNER and FINANCIAL CONSULTANT at HARVEST FUTURE FINANCIAL
Job Titles:
- MANAGING PARTNER and FINANCIAL CONSULTANT at BAY AREA PRIVATE WEALTH GROUP, LLC
Job Titles:
- FINANCIAL CONSULTANT RETIREMENT PLANNING SPECIALIST
Job Titles:
- CFP
- PARTNER and CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL at VISTA WEALTH PARTNERS RETIREMENT PLANNING SPECIALIST
Job Titles:
- Senior Executive Vice President
Job Titles:
- FINANCIAL PROFESSIONAL at LEMNIS CAPITAL
Job Titles:
- MANAGING PRINCIPAL at ROCKBRIDGE FINANCIAL CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
Job Titles:
- Associate Financial Consultant at Private Wealth Group
Job Titles:
- EXECUTIVE PARTNER and FINANCIAL CONSULTANT at HARVEST FUTURE FINANCIAL
Job Titles:
- FINANCIAL CONSULTANT at SYNERGY WEALTH MANAGEMENT
Job Titles:
- FINANCIAL ADVISOR at HAWKINS LAAKSO
Job Titles:
- FOUNDER and CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL at HARVEST FUTURE FINANCIAL
Job Titles:
- FINANCIAL ADVISOR at HAWKINS LAAKSO
Job Titles:
- FINANCIAL CONSULTANT
- VICE PRESIDENT
Job Titles:
- FINANCIAL ADVISOR at LEMNIS CAPITAL
Job Titles:
- FINANCIAL CONSULTANT and PARTNER at CAPITALWISE WEALTH MANAGEMENT
Job Titles:
- FINANCIAL ADVISOR at HAWKINS LAAKSO
Job Titles:
- Financial Advisor, President at Paradigm 20 / 20 Financial Strategies, LLC
Job Titles:
- FINANCIAL CONSULTANT RETIREMENT BENEFITS SPECIALIST
Job Titles:
- DIRECTOR of RESEARCH & ANALYSIS - INSURANCE REGISTERED SALES ASSISTANT BROKER
Job Titles:
- PARTNER and CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL at VISTA WEALTH PARTNERS
Job Titles:
- CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL RETIREMENT PLANNING SPECIALIST
Job Titles:
- FINANCIAL CONSULTANT at LQ FINANCIAL, LLC RETIREMENT PLANNING SPECIALIST
Job Titles:
- FINANCIAL PROFESSIONAL at LEMNIS CAPITAL
Job Titles:
- FINANCIAL CONSULTANT at PRIVATE WEALTH STRATEGIES GROUP
Job Titles:
- MANAGING PARTNER and FINANCIAL CONSULTANT at BAY AREA PRIVATE WEALTH GROUP, LLC
Job Titles:
- MANAGING PRINCIPAL at ROCKBRIDGE FINANCIAL CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
Job Titles:
- MANAGING PARTNER and FINANCIAL CONSULTANT at PARADIGM WEALTH MANAGEMENT
Job Titles:
- FINANCIAL PLANNER at MICHAEL J. LIMAS & ASSOCIATES
Job Titles:
- FINANCIAL CONSULTANT at WOLF BUNT & ASSOCIATES
Job Titles:
- Financial Consultant
- Vice President
Job Titles:
- FOUNDER, CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL and FINANCIAL ADVISOR at WELL LIVED WEALTH, LLC
Job Titles:
- FINANCIAL CONSULTANT at PROVIDENT FINANCIAL
Job Titles:
- Financial Advisor With the Bailey Group
Job Titles:
- Senior Partner, Certified Financial Planner™, at Private Wealth Group
Andrew Flores has been involved in the financial services industry since he was 18 years old. For over two decades, he has made it his life work to help people achieve financial independence while empowering them to live a balanced life filled with significance. In 2020, he was one of the youngest financial advisors in the company's 160-year history to be inducted into the Equitable Hall of Fame. Andrew is an accomplished speaker/thought leader and frequently provides commentary to national publications & media outlets. In his free time Andrew enjoys spending time with family while indulging in one of his many passions including traveling, food & wine, and motorsports.
Professional Designations
CERTIFIED FINANCIAL PLANNER™
Job Titles:
- FINANCIAL CONSULTANT
- VICE PRESIDENT
Job Titles:
- DIRECTOR of PLANNING & INVESTMENT OVERSIGHT at DENOVO ADVISORY GROUP FINANCIAL CONSULTANT
Job Titles:
- Financial Consultant, Retirement Planning Specialist
Job Titles:
- Financial Advisor at Seebeck Associates
Job Titles:
- Vice President, Financial Advisor & Retirement Planning Specialist
Job Titles:
- FINANCIAL CONSULTANT at CAPITALWISE WEALTH MANAGEMENT
Job Titles:
- Associate Financial Consultant at Private Wealth Group
Job Titles:
- FINANCIAL CONSULTANT at PROVIDENT FINANCIAL
Job Titles:
- FINANCIAL CONSULTANT
- VICE PRESIDENT
Job Titles:
- FINANCIAL CONSULTANT
- VICE PRESIDENT
Job Titles:
- MANAGING PARTNER, ATLAS ADVISOR GROUP RETIREMENT PLANNING SPECIALIST FOUNDER and CEO, MEDICAL PROFESSIONAL ADVISORY GROUP ( MEDPRO )
Job Titles:
- DIRECTOR of OPERATIONS & LTC PLANNING of DENOVO ADVISORY GROUP FINANCIAL CONSULTANT
Job Titles:
- FINANCIAL CONSULTANT at WELL LIVED WEALTH, LLC
Job Titles:
- PRINCIPAL at SUMMIT WEALTH PARTNERS CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL RETIREMENT PLANNING SPECIALIST
Job Titles:
- PARTNER and FINANCIAL CONSULTANT at VISTA WEALTH PARTNERS
Job Titles:
- FINANCIAL PROFESSIONAL at LEMNIS CAPITAL
Job Titles:
- FINANCIAL CONSULTANT at LEMNIS CAPITAL