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101 State Farm Place, Suite 103, Malta, NY 12020

(518) 373-7351
Jessica.Klucka@equitable.com
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New York Team

Clifton Park NY Team

NY Team

Adam Hersh

Adam Hersh, CFP®, RICP®, ChFC®

CERTIFIED FINANCIAL PLANNER™ Professional

(518) 373-7368

Colleen A. Kavanaugh

Colleen Kavanaugh, CFP®, ChFC®, CDFA®

CERTIFIED FINANCIAL PLANNER™ Professional

(518) 373-7338

Danielle Canterbury

Danielle Canterbury

Client Management

(518) 373-7374

Evan Croll

Evan Croll, CFP®, ChFC®

CERTIFIED FINANCIAL PLANNER™ Professional

(518) 373-7325

Heather Burridge

Heather Burridge

Client Management

(518) 373-7382

Jessica Klucka

Jessica Klucka

Financial Advisor

(518) 373-7351

Michael Bourke

Michael Bourke

Registered Operations Manager

(518) 373-7334

Natalie Gecewicz

Natalie Gecewicz, ChFC, RICP®

Financial Advisor

(518) 373-7320

Piper Sullivan

Piper Sullivan

Client Management

(518) 373-7371

Ralph Willner Giwerc

Ralph Willner Giwerc, ChFC®, RICP®

Financial Advisor

(518) 373-7323

Robin A. Davey

Robin A. Davey, CPA, CFP®, CLU®, RICP®, CDFA® 

CERTIFIED FINANCIAL PLANNER™ professional

(518) 373-7357

Zoey Goodness

Zoey Goodness

Client Management

(518) 373-7361

Our New York Locations

Our Process

5 Maxwell Drive, Suite 100
Clifton Park, NY 12065
(518) 373-7300

Our History

1290 Avenue of the Americas, 4th Floor
New York, NY 10104
(212) 408-9000

Client Access

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