Equity Advisor Solutions Hires New East Coast VP

Share Article

Equity Advisor Solutions, which provides custody, technology and back office solutions for RIAs, broker/dealers and financial institutions, continues to expand, most recently adding Kari Marquez to its sales team.

At Equity, their entire focus is on supporting the advisor’s business, not competing for their clients. I’m thrilled to be a part of the team.

Equity Advisor Solutions, which provides custody, technology and back office solutions for RIAs, broker/dealers and financial institutions, continues to expand, most recently adding Kari Marquez to its sales team.

Formerly with Trust Company of America/E*TRADE Advisors, Marquez has 13 years’ experience in the financial services industry working with RIAs, broker/dealers, hybrid and breakaway advisors.

Sean Gultig, CEO of Equity Advisor Solutions, says, “As industry consolidation continues to shrink the choices financial advisors have, we are staying focused on changing the way advisors view their custodian. Kari has a deep understanding of what financial advisors need when it comes to custody and back office support. She is focused on finding the right solution for each client and that makes her a great addition to our team.”

Marquez says, “Equity Advisor Solutions is unique in that it is one of the few remaining independent trust custodians servicing advisors. There are no cookie-cutter solutions here. No retail or proprietary investment products. At Equity, their entire focus is on supporting the advisor’s business, not competing for their clients. I’m thrilled to be a part of the team.”

The difference being an independent financial custodian makes:

As an independent financial custodian, Equity can offer the flexible solutions and pricing the financial planners need and expect. Unlike other custodians, Equity does not offer investment advice, nor does it offer or sponsor any proprietary investment products. The company only processes transactions at the instruction of its clients or their designated financial advisors. Equity Advisor Solutions offers an “open architecture” approach to investment choices and does not offer, solicit, or endorse any investment products or strategies.

About Equity Advisor Solutions: Headquartered in Denver, Colorado, Equity Advisor Solutions provides custody, technology and back office solutions for Registered Investment Advisors, Turnkey Asset Management Programs, Hybrid Firms, Breakaway Representatives and Broker Dealers. The company helps advisors consolidate systems, reduce technology expenses and manage all client assets — including alternative investments — on one custodial platform. Equity’s powerful tailored technology suite helps firms streamline and create efficiencies, thus optimizing growth and saving money. Learn more at https://www.EquityAdvisorSolutions.com. Find Equity Advisor Solutions on LinkedIn (https://www.linkedin.com/company/equity-advisor-solutions-llc-) and Facebook (https://www.facebook.com/EquityAdvisorSolutions/). Custody and administration services provided by Equity Trust Company. Equity Advisor Solutions is an affiliate of Equity Trust Company.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Ania Wiesak
Equity Advisor Solutions
Like >
Visit website