Gavin Carey

Gavin Carey

Financial Consultant

Gavin joined Equitable Advisors as a financial professional in 2019. He uses a comprehensive planning process to help individuals and business owners reach their financial goals.

Through asset accumulation, income protection, education funding, estate planning strategies and wealth preservation strategies, Gavin helps clients prepare for their futures and protect their finances at each life stage.

As a part of his business planning, Gavin decided to join The Rockland Group - Wealth Managment, LLC in order to provide an extensive range of estate and financial planning resources to his clients. Here he works alongside other advisors to help each individual through their customized financial path.  

Before finding his true passion in his current role as a financial advisor, Gavin was studying for medical school. This background gives Gavin a unique perspective when it comes to working with medical professionals and guiding families in making sound financial decisions. 

Gavin resides in Allentown, PA. In his spare time, he enjoys staying active and playing ice hockey.


Licenses and Accreditations:

University of Delaware, Bachelor of Arts Psychology

FINRA Registrations: Series 7 & 66

Life/Health/Annuity Licensed in PA, NJ, CO, CA and NM

 

Chariable Activities:

B+ (Be Positive) Foundation

UDance

Travis Manion Foundations


Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

The Rockland Group Wealth Management, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 484-403-1425
Fax 610-606-0575