About Us

John Widman

Retirement Planning Specialist
Phone: 4073394500
Fax: 4073394529

John Widman earned a Certificate in Retirement Planning from The Wharton School of the University of Pennsylvania in 2009 by successfully completing the Equitable "At Retirement" program at Wharton, and was awarded the title of Retirement Planning Specialist by Equitable Advisors. He is one of only about 600 financial professionals within Equitable Advisors to do so.

With over 20 years of experience in the financial services industry, John works with individuals and business owners to help them develop a customized financial strategy that can lead to informed investment decisions. His areas of focus include asset management, wealth preservation, income planning and wealth transfer.

John has a passion for helping clients, and believes financial planning is a life long endeavor. "We never stop thinking about how we can most efficiently and effectively apply our most limited resources- time and money. These key factors are integral to your future success and will be considered in the formation of every financial plan and investment program. My role is to facilitate this process by explaining the relevant opportunity costs and seeking to add value for the future. In this capacity, i am fully dedicated to meeting and exceeding your individual, family, business, and institutional needs."

Education and Related Industry Experience:

BS in Business Administration/Accounting- Townsend State University

FINRA Series 7, 66, and 24 registrations

Life and Health Insurance and Variable Annuity licenses, State of FL

Professional and Community Affiliations:

Chartered Market Technicians Association

Member Bahia Shrine & Yacht Club

Member Toastmaster's International

Leadership Winter Park

 

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Price Financial Services is not owned or operated by Equitable Advisors, LLC or its affiliates.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Price Financial Services is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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