As Executive Vice President of the Edison, New Jersey branch of Equitable Advisors, Kevin Rodin plays a pivotal role in shaping the financial futures of over 100,000 households. Under his leadership, alongside his partner Ted Beal, Jr., the branch has flourished, becoming one of the...
As Executive Vice President of the Edison, New Jersey branch of Equitable Advisors, Kevin Rodin plays a pivotal role in shaping the financial futures of over 100,000 households. Under his leadership, alongside his partner Ted Beal, Jr., the branch has flourished, becoming one of the top-performing field offices within the AXA Advisors network, now rebranded as Equitable Advisors since January 14, 2020. With a dedicated team of over 110 financial professionals, Kevin is committed to delivering comprehensive financial strategies that encompass college planning, estate conservation, and wealth management.
Kevin's expertise in investment advisory services and retirement planning strategies is instrumental in guiding clients through complex financial landscapes. He specializes in IRA distribution planning and 401(k) rollover strategies, ensuring that clients can effectively transition their assets while maximizing tax-deferred investment opportunities. His focus on risk management and income protection strategies helps clients safeguard their financial well-being against unforeseen challenges.
In addition to his technical skills, Kevin emphasizes the importance of personalized service and relationship-building in the financial advisory process. By leveraging asset allocation strategies and wealth preservation techniques, he empowers clients to achieve their long-term financial goals with confidence. As a thought leader in the industry, Kevin Rodin continues to drive innovation within Equitable Advisors, fostering a culture of excellence and dedication that resonates throughout the branch and beyond. His commitment to client success and community engagement underscores his role as a trusted advisor in the financial services sector.