Simply Put: Our Scope, Heritage, and Distinctive  Approach Sets Us Apart. 


A Distinctive Approach

A great firm to achieve your financial goals and a great place to work. Consistently amongst the top performing in Equitable, the Pacific Northwest firm provides a combination of industry-leading expertise and client-centered focus. This translates into increased skill, expert insight, and a team of advisors looking out for your best interest. Our goal is to help you work toward the highest level of security, growth and savings by establishing a clear portrait of your present financial resources, liabilities and goals. By focusing on your broad financial picture, we are able to develop responsive and responsible strategies allowing both individual and business clients alike to realize your dreams, protect your families, and plan for your financial future.


A Great Place to Build a Career

Opportunities for enthusiastic professionals who are motivated to help others achieve their financial goals are always available. As part of the Equitable Advisors family, you will have the support of an exclusive team of professionals who provide an unparalleled level of experience and service. You'll have access to a wide array of advanced learning resources and professional development programs. It's the best of both worlds: the challenge of building your own business with the support and strength of a leading financial corporation. For additional information about career opportunities at Equitable, please Click Here


Management Team

The Pacific Northwest Firm is part of the Western Region of Equitable Advisors and is led by Executive Vice Presidents, Don O'Donnell and Amy Schlager. For more information on our  Management Team click on their name below:

Don O'Donnell, EVP

Amy Schlager, EVP

Our Mission

With integrity, expertise, and collaboration, Equitable PNW builds careers and creates personalized financial solutions by providing education and professional guidance.


Our Core Values






Bellevue Office

10500 NE 8th Street, Suite 1600

Bellevue, WA 98004

Portland Office

1 SW Columbia, Suite 1550

Portland, OR 97258