About Us

John Widman

Retirement Planning Specialist
Phone: 407-339-4500
Fax: 407-339-4529

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. 

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 accumulation, wealth preservation, income planning and wealth transfer. 

 

Education & Related Industry Experience:


  • BS in Business Administration/Accounting-Towson State University
  • FINRA Series 7, 66 and 24 registrations
  • Life and Health Insurance and Variable Annuity licenses, State of FL



 

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. 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 and, in Utah, Equitable Network Insurance Agency of Utah, LLC. 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.

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through Equitable Advisors, LLC, an investment advisor registered with the SEC. 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 and, in Utah, Equitable Network Insurance Agency of Utah, LLC. 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.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

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