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.

CA Insurance License # 4532756
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 an

d earned a certificate in financial 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.

Whole or Term Life Insurance - What’s the Bottom Line?
09/03/2026

Whole or Term Life Insurance - What’s the Bottom Line?

"The only things certain in life are death and taxes." Benjamin Franklin
09/02/2026

"The only things certain in life are death and taxes." Benjamin Franklin

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.

Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test?
09/02/2026

Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test?

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Check out LPL's monthly client letter. https://static.fmgsuite.com/media/documents/75289a3f-a886-4a42-b15f-b694ecc66ad7....
09/01/2026

Check out LPL's monthly client letter.https://static.fmgsuite.com/media/documents/75289a3f-a886-4a42-b15f-b694ecc66ad7.pdf

Check out LPL Financial Research's Weekly Commentary on the market: "The Cash Flow Case for Value". https://static.fmgs...
09/01/2026

Check out LPL Financial Research's Weekly Commentary on the market: "The Cash Flow Case for Value". https://static.fmgsuite.com/media/documents/9546ba0f-a55e-4612-ab15-fde0117a63dc.pdf

Feel empowered with this step-by-step guide to reviewing your life insurance needs.
09/01/2026

Feel empowered with this step-by-step guide to reviewing your life insurance needs.

Learn how the review process works and how it may help you better understand your Life Insurance.

09/01/2026
Learn the language of life insurance.
08/31/2026

Learn the language of life insurance.

When considering life insurance, it's important to understand your options.

Have a kid heading off to college? Here are a few tips.
08/31/2026

Have a kid heading off to college? Here are a few tips.

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

Proud to be one of 1,000 Columbia-trained holistic financial coaches across Equitable. I’m proud to be part of this grow...
08/31/2026

Proud to be one of 1,000 Columbia-trained holistic financial coaches across Equitable.

I’m proud to be part of this growing community of coaches who have completed the Columbia Holistic Financial Coach Program and are committed to helping clients navigate financial decisions through meaningful conversations, thoughtful planning, and a deeper understanding of what matters most.

This experience reinforced something I believe wholeheartedly: great financial planning starts with listening. Thank you to the clients who trust me to be part of your journey. If you’re looking for guidance, accountability, and a resource to help you plan for what’s next, let’s connect.

Address

6050 Oak Tree Boulevard , Suite 320
Independence, OH
44131

Telephone

+12164168793

Website

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