Our Team

Joseph has been a financial advisor with Equitable since 2015. His practice focuses on comprehensive financial planning and wealth management, focusing on retirement planning. Since graduating with a bachelor’s degree in Finance from the West Chester University of Pennsylvania, Joseph has remained dedicated to ongoing financial education throughout his career, including attending the American College. Joseph holds the following FINRA registrations; Series 7, Series 63, Series 65, as well as Life, Health, Disability Income and Long-Term Care insurance licenses in numerous states. Joseph grew up in Worcester PA, and currently lives with his wife Erin, in Conshohocken, PA. When he’s not in the office, he enjoys spending time at the beach, or golfing with his family, friends, and clients.

Nicholas joined Equitable in 1986 as a financial consultant. In his 40 years of experience in the financial services industry, his practice focuses on designing and implementing financial plans, customized insurance benefits, and investment portfolios.  He works closely with families and business owners who are navigating life altering events that require strategic planning. In 2017, he and Joseph merged their practices together with one goal in mind: provide the highest level of service possible to their clients.

Nicholas was born in raised in Philadelphia PA and loves to spend time with his 7 grandchildren. He currently resides with his wife Carol, in Ventnor, NJ.

David has worked in financial services for over 30 years and joined Equitable in 1993. He has extensive experience helping clients understand the intricacies of life insurance products and protection strategies. He assists the firm with high net worth clients on advanced financial analysis. He primarily focuses on the use of life insurance in protecting families, estate tax planning and executive benefits. He also served for several years on the board of directors of the Society of Financial Service Professionals - Greater Philadelphia Chapter.

CA Insurance Lic. #0L71041

Jim is an innovative wealth planning strategist with over 35 years of experience in business and personal estate and gift planning, primarily for high-net-worth individuals and families with closely-held business interests. He has worked with clients and their legal and tax advisers to implement individual and business financial plans. He also has experience in the design and operation of qualified and non-qualified retirement plans. Jim has authored numerous articles and training programs for financial professionals regarding financial, investment, and estate planning. He received his B.S. from the Pennsylvania State University, his J.D. and LL.M (taxation) from Temple University School of Law, and is a member of the Pennsylvania Bar Association, Philadelphia Estate Planning Council and The Financial Planning Association.

CA Insurance Lic. #0E45795

Thomas works in collaboration with the firm assisting clients with comprehensive investment and insurance planning. Thomas assists clients with the following:

• Opening new accounts
• Asset rollovers and transfers
• Life, disability, and long-term care insurance applications

A lifelong resident of Southeastern Pennsylvania, Thomas received his BA in psychology from West Chester University of Pennsylvania and currently resides in Lansdale, PA.

Thomas L. Gambone provides administrative support services only and is not licensed or authorized to effectuate trades or provide advice.