Embracing Our History
In today’s world, companies are defined by what they stand for. Our mission is to help our clients secure their financial well-being so they can pursue long and fulfilling lives. We have a compelling story that embodies that mission. It reflects how we strive to meet the needs of our clients and advisors every day. This story is brought to life by the goddess Athena. She’s been by our side since 1859 and symbolizes the elements at the heart of our story: courage, strength and wisdom. Our story also has a powerful title that embodies who we are. And that title is our name: Equitable, a name that defines the attitudes, beliefs and behaviors that our colleagues and advisors bring to life every day. It defines who we are, what we do and what makes us different. It is our legacy. It is our truth.
Passion. Purpose. Values.
When planning for financial security, retirement goals, and wealth protection across generations, it’s important to feel confident in the company you choose, and ensure it has the financial strength to fulfill its obligations now and in the future.
For decades, we’ve worked to build a culture of inclusion and professional excellence. We strive to be a force for good, for each client and the communities we serve.
- We have a passion for our business and truly believe in our commitment to exceptional outcomes.
- We work to the highest standards with unwavering loyalty to our clients, our cause and each other.
- We are a trusted professional to our clients and work to build that trust over time, every time.
- We treat everyone with respect and dignity because it’s the right thing to do.
- We are stronger as a team because teams always outperform individuals.