Broker Check

Meet The Team

We Are Dedicated To Helping You Navigate the Complex
World of Finance.

When it comes to financial planning, it's important to have a comprehensive plan in place that aligns with your needs and goals. Learn how we, at Equity Wealth Solutions can help you navigate your financial journey to meet your expectations. Whether it's retirement planning, our thoughts on the current economic market, or a need for general financial advice, our team of advisors is here to help!

Carmine Anzalone

Carmine P. Anzalone, III

Founder, Managing Director

732-452-7284

Thomas Foley

Thomas F. Foley

Managing Director, Retirement Planning Specialist

732-452-7276

David Lynch

David Lynch CFP®

Senior Partner, CERTIFIED FINANCIAL PLANNER™ professional

732-585-2451

Henry Youssef

Henry Youssef CFP®

Partner, CERTIFIED FINANCIAL PLANNER™ professional

732-452-7272

Christopher Carrozza

Christopher Carrozza CPA, ChFC®, CLU®, CASL®

Partner

609-314-8999

David Lynne

David Lynne

Partner

732-452-7326

Eric Rose

Eric Rose

Partner

732-452-7238

Erik Wehner

Erik Wehner

Partner

732-452-7306

Gerald Coughlin

Gerald J. Coughlin

Partner, CERTIFIED FINANCIAL PLANNER™ professional

732-476-2862

Geraldine Grena-Daneman

Geraldine Grena-Daneman

Partner

(732) 240-8746

Jeff Markovitch

Jeff Markovitch CFP®

Partner, CERTIFIED FINANCIAL PLANNER™ professional

908-868-0965

Neal Maqboul

Neal Maqboul

Partner

732-476-2833

Steven Nemeth

Steven Nemeth

Partner

(732) 326-3025

Vivek Sharma

Vivek Sharma

Partner

732-452-7320

Alexandra Esposito

Client Service Specialist for Carmine Anzalone

732-452-7202

Client Support Team

Danielle J. Carrozza

Danielle J. Carrozza

Client Service Specialist

732-240-8749

Donna Glomb

Donna Glomb

Client Service & Pension Specialist

732-452-6912

Frieda Henehan

Frieda Henehan

Client Service Specialist

732-452-7323

Karen Anzalone

Karen Anzalone

Marketing Director

908-531-7103

Kristina Fessel

Kristina Fessel

Client Service Specialist

Nicole Goncalves

Nicole Goncalves

Client Service Specialist

732-452-7314

Alexandra Esposito

Client Service Specialist for Carmine Anzalone

732-452-7202

Carrie Graham

Client Service Specialist

848-444-5843

Let's Get Started

If you believe you could benefit from working with us, let’s review your portfolio, financial
trajectory, and goals. We look forward to meeting with you.

Schedule a Consultation