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Get to know us

Equitable Southwest Branch Mission (what we do):

  • We help clients achieve their dreams.
  • We enhance the lives of our people.
  • We enrich our community.

Equitable Southwest Branch Operating Principles (how we do it):

  • We build long-term client relationships by earning their trust, planning their financial futures, and protecting their families
  • We provide innovative ideas and industry leading advice.
  • We perform impactful work
  • We promote professional development
  • We offer and support entrepreneurial opportunities
  • We work with discipline, purpose, and a passion for excellence
  • We recognize achievement and celebrate our successes together
  • We lead our community in social responsibility

In 2015, our team was honored to be spotlighted by the Governor’s Commission on Volunteerism and Service with its annual small business impact award. And, in 2014, 2015, 2016 and 2018, we were voted among the Most Admired Companies in Arizona by the Arizona Business Magazine. This prestigious award was based on several factors including: Customer Opinion, Leadership, Social Responsibility and Workplace Culture. We feel that this is a testament to our hard work and dedication to our clients and Equitable Advisors' Southwest team. Recently, in 2019, 2020 and 2021 we were recognized as a "Top Company to Work for in AZ."


Explore the link below to learn more about the strength of Equitable:

Equitable Advisors Southwest in the News

Equitable's Weekend Jetaway on Cover of North Scottsdale Lifestyle Magazine – click here

Equitable's Weekend Jetaway Scottsdale Airpark Magazine Takeover – click here

Equitable Shares Insight on Importance of Specialization in Arizona Business Magazine – click here

Scottsdale Airpark Magazine Profiles Equitable Growth, Company Culture – click here

Arizona Big Media Spotlights Equitable’s Governor’s Volunteer Service Honor – click here

Arizona Business Magazine Names Equitable a Most Admired Company in Arizona – click here

Scottsdale Independent Spotlights Equitable’s 2014 Annual Scholarship Program – click here

Equitable on Importance of Quality Financial Planning Experts in Arizona Business Magazine – click here

Equitable Team Members Honored as Arizona’s Emerging Leaders in Arizona Business Magazine – click here

Equitable Interviewed by Scottsdale Health Magazine on Avoiding Debt During the Holidays – click here

Equitable Profiled for Its 2015 Annual Scholarship Program – click here

Equitable Team Members Offer Insight on Recent Fiduciary Changes in Arizona Business Magazine – click here