Equitable Welcomes Gary Stemple and Kendyl Roundtree to Wealth Management Team

Gary Stemple and Kendyl Roundtree are two seasoned professionals who bring nearly five decades of combined experience to Equitable Advisors, a leading financial services organization. With a strong background in financial planning, retirement planning, investments, and estate planning, Stemple and Roundtree have successfully managed a combined total of $177 million in client assets.

Stemple, with almost 40 years of experience, has been helping clients prepare for a secure retirement for decades. His partnership with Roundtree began over five years ago as part of his long-term succession plan. Together, they decided to join Equitable Advisors because of its holistic planning model and shared values of personalized care and commitment to clients’ overall financial well-being.

Roundtree, with over a decade of experience as a financial advisor, took over her father’s business in 2020 and has been dedicated to carrying out his vision for over 40 years. She believes in considering clients’ sense of purpose, physical and emotional wellness, in addition to finances. The holistic advice model and broad range of products, resources, and support offered by Equitable Advisors align with Roundtree’s goal of providing comprehensive financial solutions to her clients.

John Lefferts, Head of Business Development at Equitable Advisors, expressed excitement about welcoming Stemple and Roundtree to the team. He highlighted their rich history of making a positive difference in clients’ lives and emphasized how Equitable Advisors’ supported independence model, holistic planning approach, and open-architecture platform resonated with experienced advisors like Stemple and Roundtree.

Equitable Advisors, with over $91 billion in assets under administration as of March 31, 2024, has a strong presence across the country with more than 4,300 financial professionals. Experienced advisors who join Equitable Advisors benefit from the firm’s robust capabilities, resources, and operational infrastructure, including an open-architecture platform, leading technology, marketing tools, and support with succession planning, team formation, and compliance.

In conclusion, the partnership between Gary Stemple and Kendyl Roundtree and their decision to join Equitable Advisors signifies a new chapter in their journey together. With their wealth of experience and dedication to clients’ financial well-being, they are set to make a significant impact in the financial services industry.