Abby Peterson, Equitable Advisors Financial Professional

Abby Peterson, Equitable Advisors Financial Professional I am originally from the Cleveland area; I graduated from Our Lady of Angels and Saint Joseph Academy.

Hardworking, Passionate Financial Professional at Equitable Advisors helping individuals and families keep more of their hard-earned money to reach their individualized financial goals and aspirations. I also graduated from Ohio University in May of 2024 with a Bachelor of Business Administration degree. I majored in finance and strategic leadership and management and earned a certificate in finan

cial services. At Ohio University, I worked as a teaching assistant for the College of Business Finance Department. In this role, I furthered my knowledge in risk and insurance and helped other students learn more about the importance of insurance. Throughout my senior year, I went through the testing process to become fully licensed as a financial professional. I passed the Securities Industries Essentials (SIE) Exam, Ohio Life and Health Exam, Series 66 Exam, and Series 7 Exam. I am super excited to begin my career with Equitable Advisors as a Financial Professional. I hope to use the skills I learned throughout my education to help individuals and families to reach their financial goals and aspirations. I have joined a team of highly qualified individuals that will assist me in my career development and reaching my clients goals.

Attention Estate Executors: Do you know about the Alternate Valuation Date?
06/03/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date.

Check out LPL's monthly client letter. https://static.fmgsuite.com/media/documents/9037693b-288d-48ae-95e7-d83b5f6603fc....
06/02/2026

Check out LPL's monthly client letter.https://static.fmgsuite.com/media/documents/9037693b-288d-48ae-95e7-d83b5f6603fc.pdf

Check out LPL Financial Research's Weekly Commentary on the market: "Add Context, and Stock Market Valuations are Far". ...
06/01/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Add Context, and Stock Market Valuations are Far".https://static.fmgsuite.com/media/documents/53a69ec5-417f-4f30-b2d7-c3c22f440321.pdf

A million dollars is a common milestone—but what does it actually take to get there? Enter your numbers and see how cont...
06/01/2026

A million dollars is a common milestone—but what does it actually take to get there? Enter your numbers and see how contributions and time work together.

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

“Success is liking yourself, liking what you do, and liking how you do it.” – Maya Angelou
05/31/2026

“Success is liking yourself, liking what you do, and liking how you do it.” – Maya Angelou

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:
05/29/2026

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you ca...
05/27/2026

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you can make a more informed decision.

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

Check out LPL Financial Research's Weekly Commentary on the market: "Seeds of Opportunity: The Case for Agriculture Inve...
05/26/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Seeds of Opportunity: The Case for Agriculture Investments".https://static.fmgsuite.com/media/documents/9cf6b951-7c8e-4850-92b3-c2de539cb8f8.pdf

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.
05/25/2026

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.

Keys to preparing to grow wealthy together.

“Don’t let what you cannot do interfere with what you can do.” – John R. Wooden
05/24/2026

“Don’t let what you cannot do interfere with what you can do.” – John R. Wooden

Address

6050 Oak Tree Boulevard , Suite 320
Independence, OH
44131

Telephone

+12164168793

Website

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