About Us

Our Team

My Partner

PATRICK L. ROBERTSON, CFP

Financial Planner, Equitable Advisors

Patrick has been a financial professional with Equitable Advisors since February of 2013. He builds working relationships with his clients to design smart strategies that meet their financial and risk management needs.

 

Patrick serves responsible families and individuals, and many successful businesses in the local D.C. metro area as well as several other states. To better serve his clients Patrick has earned the CERTIFIED FINANCIAL PLANNER™ professional designation through The American College. Patrick holds a FINRA series 7 and 66 registration, and his appropriate state life and health licenses.

 

In addition to his professional licenses, Patrick graduated from the University of Arizona in 2007 with a double major in Communications and History, as well as a minor in Philosophy. While at the U of A, he was an active big brother in the AZ chapter of Big Brothers Big Sisters of America, where he mentored and tutored twin brothers. Patrick is also an active member of the US Green Building Council’s National Capital Chapter.

 

Patrick resides in the Washington, DC area, and is an avid traveler, fan of blues music, and a self-proclaimed home chef.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 

CA License # 4103526

 

We are fortunate to have the following members of the Washington, D.C. Branch Office to provide valuable support:

DANIEL MCNULTY, AIF® Picture of Dan McNulty

Branch Asset Manager

Dan monitors economic and market trends on behalf of our team of financial professionals. Dan also works closely with team members to assist clients in helping them work toward achieving their business and personal planning goals.  Asset management plays an important role in variety of planning needs, including retirement, education, and survivorship planning. 

Graduating from James Madison University in 1999 with a Finance degree, Dan's nearly two decades of experience in the profession has allowed him to gain invaluable knowledge of the economic and financial industry. Dan was tapped to lead the investment team in 2002.  In July of 2016 Dan achieved the Accredited Investment Fiduciary (AIF®) professional designation. The AIF®, in today's climate of heightened fiduciary regulations and responsibilities, is projected to become one of the leading designations in the financial services field and a credential that clients will increasingly demand to see.

  • BA Finance - James Madison University
  • AIF® Accredited Investment Fiduciary
  • Member of Delta Sigma Pi
    - Professional Business Fraternity

 

 

RANDY MCQUIN, CFP®, JD

Director of Advanced Planning

With Randy's background in estate and tax law and in financial planning, he have worked with numerous financial professionals and their clients on tax, insurance law, and trust matters for more than a quarter century.  Since 1993 he has had the pleasure of working collaboratively with clients and their advisors, accountants and legal counsel in creating plans that address key business and personal goals and objectives.

  • BMus - The University of Kansas
  • JD  - University of Kansas School of Law
  • CFP®  - College for Financial Planning

 

In addition, Randy holds a certificate from the Notre Dame University Law School Tax and Estate Planning Institute, and he is a member of the Bar of the State of Kansas and admitted to practice before the Federal Courts of the United States. Randy has been accredited as an instructor for continuing education for insurance professionals in Maryland and Virginia, and has lectured on capital development at The George Washington University, the Smithsonian Institution, and the Oregon Bankers' Association.

 

 

TASHA COCONIS, JD

Lead Manager - Branch Controls

Receiving her undergraduate degree from Hamilton College and her JD from Western New England College School of Law, Tasha has spent her career as an attorney and compliance officer within the financial services industry.  As the Lead Manager - Branch Controls, she oversees the Branch compliance team and works with associates to make sure their sales practices are in line with Equitable compliance and FINRA regulations.

Tasha lives in Maryland with her husband.

Tasha has the FINRA S4, S7, S24, S53, and S66 registrations.

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LAURA BROWN, MBA

Senior Branch Operations Manager

As the Sr. Branch Operations Manager, Laura is responsible for the day-to-day operations of the office as well as working closely with the management, associates and staff.  She has her undergraduate degree from George Mason University and her graduate degree from Averett University.

Laura lives in Northern Virginia with her two rescue dogs and enjoys fitting in golf whenever possible.

Laura has her FINRA S6, S7, S24, S26.

 

 

 

DENISE GILMORE

Office Manager/Licensing Coordinator

As the Office Manager, Denise wears many hats, with her major responsibilities on licensing and onboarding new associates.  She has her Associates from Northern Virginia Community College and is currently working towards her undergraduate degree at George Mason University.

Denise lives in Alexandria, VA  and she's a die hard Red Sox fan.

 

 

 

MONIKA ZAWASKY, MBA

Marketing Manager

Monika received her undergraduate degree Media Art and Design/Corporate Communications from James Madison University and her Masters in Business Administration degree from George Mason University. As the Marketing Manager, Monika oversees the strategy and implementation of branch and associate marketing. She coordinates trainings, branch and associate events, as well as is responsible for a variety of branch communications and social media. She's also responsible for our local branding in the community as well as college/universities.

Monika currently resides in Alexandria, VA with her boyfriend and two cats.

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.

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.

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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