Scott E. Angle

Financial Advisor


Scott E. Angle has been in the financial services industry since 2004, and has received numerous accolades since joining Equitable Advisors in 2007. Scott is an active leader with Equitable and serves on several leadership committees with the firm.

In 2020, Equitable recognized Scott Angle with an induction into the Equitable Advisors Hall of Fame. Proclaiming "Never in all the proud years of Equitable Advisors future will these names be lost from memory". Induction into the Hall of Fame is Equitable Advisors' most highly sought recognition.

Scott E. Angle is also a member of the "Elite Producer Group" (EPG) The Elite Producer Group is a membership of top producers who meet certain eligibility requirements. EPG members are the most distinguished, innovative and respected financial advisors associated with Equitable Advisors. EPG members are highly experienced at meeting the special needs of affluent individuals, corporate executives and business owners.

In addition to working with high net-worth individuals, Scott is part of a team known as the Retirement Benefits Group (RBG), a specialized division of Equitable Advisors. The RBG works with local nonprofit and public school employees to help them build strategies to meet their financial goals throughout their employment and retirement years.

“Our goal is to provide individuals, business owners and corporations with comprehensive insurance, investment and wealth preservation services. Our program of integrated planning helps offer balanced, flexible strategies designed for your particular circumstances and objectives. Each financial instrument is part of a well-conceived plan designed to help you achieve optimum performance and exceptional value.”


Services Scott offers:

          Retirement plan rollovers (DROP participants and corporate employees)

          Investment Review Services

          Mutual Funds

          Investment Accounts and Advisory Programs

          Life Insurance Reviews

          Long Term Care Insurance

          401(k) Plan Evaluations

          Wealth Accumulation, Preservation and Transfer Strategies


       

Education:

Bachelor of Science Degree in Business/Marketing at Florida State University

Vice President of Florida State University American Marketing Association (AMA)

Accreditation and Professional Credentials:

Financial Industry Regulatory Authority (FINRA) registrations series 7, 66

Life, Health, and Variable Annuity Insurance License: Florida

Retirement Benefits Specialist/Tax Sheltered Plans


Retirement Benefits Group is a specialized division of Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN).

California Insurance License #: 0I21368


Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). 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, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. 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.

Equitable Advisors is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 813-466-3150
Fax 813-289-8774
Mobile Phone 727-967-4615