About Us

Retirement Benefits Group

Who we are

The Retirement Benefits Group is a specialized division of Equitable Advisors. 

Based in Jacksonville, our team of financial professionals service the retirement planning needs of North Florida educators, hospitals, nonprofit organizations, government employees, and business professionals.

We are part of Equitable, a global company that helps millions of people address their financial goals with financial and insurance products.  We combine the resources of one of the world’s top financial services organizations with the hands-on attention you need to have your financial goals understood and met.

How we can help you

With the value-added retirement benefits we provide, employers can better attract and retain great employees.  We support employers by assisting with the plan's installation and management, educating employees about the plan, and servicing employee's needs when they choose to participate.

We offer clients a proven approach to addressing both their long- and short-term financial objectives.  Our financial professionals are also well-trained retirement planning specialists, working with you to help work toward your goals.

Partnering with you for your future

Our financial professionals work closely with employees and their families to educate them on financial issues and the importance of saving for retirement, as well as provide support for college tuition savings, life or disability insurance, and estate planning.

Your financial professional will make regular visits to your home or workplace and perform annual reviews to make certain that your financial portfolio reflects your current situation and anticipated goals.

Deferred Retirement Option Program (DROP)

When your participation in the Florida’s Deferred Retirement Option Program (DROP) is scheduled to end, it is time to decide on how to take your DROP payment.

How you handle your DROP payment is very important—your decision can have a significant impact on your finances, now and over the long term. But your decision should be based on your individual circumstances and financial strategies.

That’s why we would like to meet with you to discuss what you should consider before making any final decision about your DROP payment. We can work with you to help you plan how to take it, where to put it, and how to make it last. Please read through the enclosed information packet and call to schedule a meeting  / call to receive our information packet and/or schedule a meeting ] whenever it’s most convenient.

Financial professionals at Equitable Advisors, in Florida are trained to help DROP participants choose the most appropriate options. Equitable Advisors is affiliated with Equitable Life Insurance Company, which is one of just five preferred investment providers for Florida’s Independent Benefits Council 403(b) and 457(b) plans. Equitable Advisors, and Equitable are part of the global Equitable Group, which is one of the world’s largest and most respected financial services organizations.*   

**DROP Information Packet**

Equitable Advisors is the brand name of AXA Advisors, LLC (Member FINRA, SIPC)

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA 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.

AXA Advisors, LLC is an Equal Opportunity Employer M/F/D/V

Equitable Holdings, Inc. is a publicly traded corporation, and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

Link to equitable.com

Privacy Policy

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck