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West Virginia's Smart529 Honor Roll Announced

Press release


Equitable Advisors’ PITTSBURGH OFFICE



Congratulates two Equitable Advisors recognized by the State Treasurer, John Perdue

December 1, 2015

Pittsburgh, PA – Equitable Advisors of Pittsburgh/West Virginia wanted to congratulate two of its financial professionals recently acknowledged by the West Virginia State Treasurer, the Honorable John Perdue.  Executive Vice President of the Northeast Region of Equitable Advisors and manager of its Pittsburgh branch, Richard Benonis, said “Jim and Brent are two very dedicated individuals. They are not only a great asset to our firm; they are also a great asset to the people in their community. Congratulations on a very well deserved recognition.”

Click here to view Press Release from WV State Treasurer

CHARLESTON – Fifty-four West Virginia investment professionals have been named to the twelfth annual SMART529 Honor Roll for encouraging families to save for higher education.

“West Virginia’s financial advisors play a valuable role in helping many families prepare for future costs associated with college,” said State Treasurer John Perdue, who also serves as chairman of the SMART529 program’s governing board. “Our SMART529 Honor Roll recognizes those who have excelled in spreading the word on the advantages of the state’s SMART529 college savings plan.”

Financial advisors named to the 2015 SMART529 Honor Roll were rated on both the number of new accounts opened and total dollars invested in the SMART529 program.

Equitable Investment professionals receiving the award include:

 City                            Advisor Name                           Firm Name 

Fairmont                      James Chadwell                         Equitable Advisors LLC

Fairmont                      Brent Wilmoth                           Equitable Advisors LLC

State residents have the option of opening SMART529 college savings accounts either directly with the program or through investment professionals located in banks, investment firms and other financial service businesses throughout West Virginia.            

SMART529 is a program of the West Virginia College Prepaid Tuition and Savings Program Board of Trustees, of which State Treasurer John Perdue is chairman. At the end of August, the SMART529 college savings plans had more than 120,000 accounts with investments totaling over $2.0 billion. West Virginia’s SMART529 program is open to investors nationwide.

SMART529 college savings plans are issued by the West Virginia College Prepaid Tuition and Savings Program Board of Trustees. The Board of Trustees has selected The Hartford Life Insurance Company to administer its college savings program.

West Virginia offers special state tax incentives for West Virginia taxpayers who invest in SMART529. Before opening or contributing to an account, if investors or their designated beneficiaries are residents of states other than West Virginia, investors should compare the other state’s qualified tuition program and any state tax or other benefits that may provide.

 Investors should consider the investment objectives, risks, charges and expenses associated with SMART529 before investing. This and other information are provided in the Offering Statements for the SMART529 college savings plans and in the prospectuses or other disclosure documents for the Underlying Funds, which can be obtained by calling 866-574-3542. The Offering Statements should read carefully before opening an account or sending money.

About AXA

“Equitable” is a brand name of Equitable Financial Services, LLC and its family of companies, including Equitable Life Insurance Company (NY, NY), MONY Life Insurance Company of America (AZ stock company, administrative office: Jersey City, NJ), Equitable Advisors, and Equitable Distributors, LLC. In business since 1859, Equitable Life Insurance Company is a leading financial protection company and one of the nation’s premier providers of life insuranceannuity, and financial products and services distributed to individuals and business owners through its retail distribution channel, Equitable Advisors (member FINRA, SIPC) and to the financial services market through its wholesale distribution channel, Equitable Distributors, LLC.

Equitable S.A. is a Paris-headquartered holding company for a group of international insurance and financial services companies, including Equitable Financial Services, LLC companies. Equitable S.A. is a worldwide leader in financial protection strategies and wealth management with 103 million clients in 59 countries as of December 31, 2014.

The obligations of Equitable Life Insurance Company and MONY Life Insurance Company of America are backed solely by their claims-paying ability. Find Equitable on FacebookTwitter and LinkedIn. For more information, visit www.axa.com




Contacts:    Cathleen Kisak, (724) 766-7207 
                    Jennifer Recine, 212-314-2009




GE 109626  (11/15)(Exp 11/17)


The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

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