About Us

P. David Hay, JD, CFP®

Operations Manager
Phone: 813-466-3126

David Hay, an Atlanta native, resides in Tampa, Florida. David has over 30 years of legal and financial services experience.  He came to Equitable Advisors in 1993 as an agent after 10 years in private legal practice, concentrating on Wills and Trusts planning and working with Business Owners. While with Equitable Advisor’s Southern Division where he covered 8 Branches and then the Georgia Branch, David obtained his CFP® certification, served as Education Coordinator and Advanced Underwriter, and co-founded the Business Planning Group (BPG) in Atlanta in alliance with Equitable Advisor’s national network of BPG professionals.

Since joining the Central Florida Branch of Equitable Advisors in 2005, David has been in Equitable Advisor’s Central Florida Branch holding various positions and responsibilities, starting with Director of Advanced Markets and Trainer. In this position, he provided training to Equitable associates along with case design and technical expertise on financial services to associates and their clients. He has also supported the Branch and its associates as the Branch Operations Manager. David currently serves as the Assistant Branch Manager, where he continues to support the EVP, Managers, and its associates in many varied areas, including recruiting, training, case design, and the transition of EXP Hires.

 

David graduated from Mercer University with a BBA in Accounting and went on to University of Georgia school of Law where he earned his Juris Doctor.

 

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.

P. David Hay, JD, CFP® offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.

California Insurance License #: 0F65813

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.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

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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