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Meet the team

With our team's experience, training and knowledge of financial products and services, our clients receive the cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Our team

Alexander Weinberg

Alexander Weinberg

Financial Advisor

7047191863

alexander.weinberg@equitable.com

Hi, I’m Alex, a Financial Advisor based in Charlotte. I specialize in helping individuals, business owners, and realtors navigate their financial future, with a focus on achieving financial independence, building wealth through...

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Benjamin Slone

Benjamin Slone

Financial Advisor

(704) 540-2973

benjamin.slone@equitable.com

I am thankful to have the unique opportunity to help all different walks of life with their investment goals. Whether its saving for retirement or ensuring my clients have the correct vehicles to protect themselves and their loved ones...

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Emily Morreale

Emily Morreale

Financial Consultant

7045402938

emily@royalfinancialpartners.com

As a holistic financial consultant, I specialize in guiding clients toward a secure financial future by focusing on tax-efficient retirement savings strategies and comprehensive life insurance planning. My goal is to empower clients to...
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Ethan Rahrig

Ethan Rahrig

Financial Advisor

7047193079

Ethan.Rahrig@equitable.com

Hello, my name is Ethan. I am a graduate of Appalachian State University, where I completed my degree in Spring 2025, and I am originally from Charlotte, North Carolina. Since joining the team, I have been fortunate to gain meaningful,...
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Kimberly Negre

Kimberly Negre

Financial Advisor

3364058286

kimberly.negre@equitable.com

I attended Appalachian State University, where I earned a Bachelor of Science in Business Administration with a concentration in Accounting in 2005. Prior to joining Equitable, I worked as a tax accountant at a CPA firm in Concord,...
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Matthew Thibault

Matthew Thibault

Financial Advisors

7047193204

Matthew.Thibault@equitable.com

I began my career as a Financial Advisor two months ago, and it has already been an incredibly rewarding experience. In a short time, I’ve gained valuable knowledge and developed a strong appreciation for helping clients manage their...
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Monserrat Mendez

Monserrat Mendez

Financial Advisor

7045403000

Montserrat.Mendez@equitable.com

As a wealth advisor, I partner with established professionals, business owners, and multi-generational families to design tax-efficient wealth strategies and comprehensive financial plans aligned with their long-term objectives.My...
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Rachel Cullen

Rachel Cullen

Administrative Assistant

704-540-2996

rachel.cullen@equitable.com

My name is Rachel Cullen, and I am born and raised here in the Carolinas! I am a wealth management associate here at Equitable Advisors, where I support clients and advisors through financial planning coordination, relationship...
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Reagan Fitzgibbons

Reagan Fitzgibbons

Financial Advisor

7047191335

Reagan.Fitzgibbons@equitable.com

With a Bachelor of Arts in Economics and a minor in Entrepreneurship from the University of North Carolina at Chapel Hill, I have a strong foundation in both financial principles and innovative thinking. I am also an avid golfer and...
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Tyler Kaliner

Tyler Kaliner

Financial Advisor

864-214-2788

Tyler.Kaliner@equitable.com

I’m originally from West Chester, Pennsylvania, and began my career with Equitable in the summer of 2023. I now call the Greenville, South Carolina area home. As a proud University of South Carolina Gamecock alumnus and a big...
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