Meet The Team

With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Our Team

Adam Harvey, CFP®, CLU

CERTIFIED FINANCIAL PLANNER™ professional

(206) 956-6210

Adam.Harvey@equitable.com

Since joining Equitable Advisors over 15 years ago I have developed a formalized approach to financial planning and helping my clients. My personal mission is to help guide clients towards achieving financial...