Broker Check

Pacific NW Branch Legacy

Our presence in the Pacific NW dates back to 1863 with offices in Portland, OR and Bellevue, WA and with advisors throughout the Pacific NW region. Our exceptional financial services have fueled our growth and helped us build lasting relationships with clients.

 

Strength in Numbers Our team consists of over 160 Financial Professionals servicing more than 43,200 clients. With $5.4 billion in Assets Under Management, we have proven ourselves as one of the leading Equitable Advisors firms nationwide.

 

Awards:

Gold President’s Trophy (#1 in the Country) – 2002, 2005, 2019 & 2020

President’s Trophy (Top 10 in the Country) – 2001, 2003, 2004, 2006, 2007, 2010, 2012, 2013, 2018, 2019, 2020 and 2021

           

Professional Recognitions:

Professional designations amongst our advisors are: CFP®, ChFC®, CLU®, CASL, CDFA™, CFS, CPA, CPFA®, CRES®, JD, MBA, QPFC®, RICP®, WMCP®, Wharton Certificate in Retirement Planning and Columbia University Holistic Financial Coach