About Us

Charlie Dear

Phone: 216-615-8136

As a Financial Professional, I work with dozens of providers to offer a variety of financial products and services; including, Retirement Planning, Education Planning, Business Planning, Mutual Funds, Brokerage Accounts, Life Insurance, Disability Income Insurance, Annuities, and Employer-Sponsored Retirement Plans such as 401(k), 403(b)/TSA and 457(b)/EDC. As a financial professional, my mission is to provide the highest level of service available through helping clients identify and prioritize their financial objectives. 



I help individuals through an all-inclusive planning approach. Our services allow me to serve all my client’s needs ranging from life insurance, retirement & estate planning strategies, asset management, long term care as well as strategies for employers and business owners. I create customized strategies and offer products from hundreds of leading investment and insurance companies. 

I currently hold the (list your certifications here).



I attended Jackson High School in Massillon, Ohio and earned my bachelor’s degree in Business Management and Finance at the University of Mount in Alliance, Ohio. While attending college I was a member of the Mount Union Football team. As a member of the football team at Mount Union, I was a two-year team captain, two-time national champion (’15, ’17), and an AP All-American Linebacker my senior year.

 

In my free time, I enjoy spending time outdoors, hiking with my German Shepard puppy named Bear, playing frisbee, fishing and spending time with my friends and family.



Please contact me at 304-238-8599 or at Charlie.Dear@equitable.com as a resource for planning your financial goals.

Securities 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.

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.

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

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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