Broker Check
Cara  Matthews

Cara Matthews

Associate Financial Planner

Schedule a Meeting´╗┐

Driven by a natural desire to help others, Cara joined Equitable Advisors to partner with our team and clients with their retirement and wealth management needs. She recognizes the confidence that a thorough financial plan can provide to clients. In addition, Cara aims to offer personable and honest service.

Although Cara wears many hats on a daily basis, her passion is creating a lifelong plan to set clients up for success. Having a service-oriented background, her goal is to make clients’ lives easier and provide a seamless process from start to finish. Serving as an intern for an advisor on the team during college, Cara was impressed with the relationships our advisors create and the impact that personalized planning makes. After college, she joined to work alongside senior advisors on the team from initial client meetings to implementation of plans. Cara also has expanded the team’s outreach to young professionals and giving guidance to those early in their careers.

Cara graduated from Kent State University with a BS in Finance. She currently holds Series 7 and 66 registrations and Life, Accident and Health Insurance licenses. Outside of work, Cara enjoys spending time with family and friends. She enjoys the outdoors – spending time at Deep Creek Lake during the summer and skiing in the winter.

Securities and investment advisory services 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.

is not owned or operated by Equitable Advisors, LLC or its affiliates.