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Abby Peterson

Westlake | Cleveland,OH

About Abby
I joined Equitable Advisors, LLC in 2024 after graduating from Ohio University with a Bachelor of Business Administration degree, majoring in Finance and Strategic Leadership & Management. I currently hold my Ohio Life and Health License and FINRA Series 7 and 66 Registrations. As a Financial Professional, I am passionate about helping people develop their own personalized financial strategy and plans to reach individualized goals and aspirations. My strategic and supportive approach can help you make well-informed decisions about your financial future. I am originally from Cleveland, Ohio, where I attended Our Lady of Angels and Saint Joseph Academy. As a typical Clevelander, I enjoy watching the Cleveland Browns, visiting Lake Erie, and hiking in the MetroParks. I help my clients keep more of their hard-earned money, leverage their assets to generate wealth, and transform their family legacy. The process does not need to be complicated. We simply set financial goals, institute a well-defined plan designed to meet those goals, and adjust the plan as needs change. I assist my clients to become more knowledgeable, to make well informed decisions, and to form solid financial habits. I am duly licensed, duly registered, and prepared to offer a number of individualized strategies that include: • Investment services • Retirement planning • Estate planning Strategies • Life insurance • Education planning • Long-term care Insurance To those I serve, my promise is: I will always put your interest first I will listen to your concerns and act accordingly I will provide accurate and timely information I will advise you, not “sell” you I will provide strategies that are individually tailored to meet your needs and desires I will guide you through informed decisions I will always maintain strict confidentiality. Contact Information: Phone: 216-416-8793 Email: abigail.peterson@equitable.com Calendar Scheduling: https://calendar.cirrusinsight.com/schedule/abby-peterson Abigail Peterson offers securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), offers investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offers annuity and insurance products through Equitable Network, LLC. Equitable Advisors and Equitable Network are affiliates and do not provide tax or legal advice or services. AGE-7632709.1 (2/25) (Exp. 2/29)
Business Group
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Business Category
Financial Advisor
Business Name
Equitable Advisors, LLC

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Carli Sidoti

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