Equitable Advisors welcomes experienced advisor with more than $180 million in client assets

New York, New York – March XX, 2025 – Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced that experienced advisor, Shebna Olsen–Shillibeer, CFP®, has joined its wealth management business, Equitable Advisors. Based in New York, NY, Olsen–Shillibeer moved to Equitable Advisors from J.P. Morgan, where she managed $181 million in client assets. With more than three decades of experience, she helps individuals, families, corporate executives and institutions define their financial goals and create, implement and monitor plans to achieve them. Her expertise includes investment, retirement, estate planning, intergenerational wealth transfer and educational savings planning strategies. Equitable Advisors stood out to Olsen–Shillibeer for its supported independence model and open-architecture platform that allows advisors and their clients to choose the solutions and products that meet their needs. “At the heart of this move is my commitment to delivering the best experience for my clients and growing my business,” said Olsen–Shillibeer. “Equitable Advisors offers me the flexibility to manage my practice, backed by the strength and support of a well-established firm. Their open-architecture platform also gives me the freedom to choose the solutions and strategies that best fit my clients’ unique goals.” With more than $100 billion in assets under administration,[ Equitable Holdings Full Year and Fourth Quarter 2024 financial results ] Equitable Advisors has approximately 4,600 financial professionals across the country. Experienced advisors who join Equitable Advisors benefit from the firm’s supported independence model, which provides robust capabilities, resources and an unparalleled operational infrastructure. This includes an open-architecture platform, leading technology, marketing tools and real estate, as well as support with succession planning, team formation and compliance.

About Equitable

Equitable, a principal franchise of Equitable Holdings, Inc. (NYSE: EQH), has been one of America’s leading financial services providers since 1859. With the mission to help clients secure their financial well-being, Equitable provides advice, protection and retirement strategies to individuals, families and small businesses. Equitable has more than 8,000 employees and Equitable Advisors financial professionals and serves 3 million clients across the country. Please visit equitable.com for more information. 

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Cassandra Osei

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