About Us

William Mears

Financial Professional
Phone: (540) 604-5690
Fax: (540) 604-5697

Will is a Financial Professional with Equitable Advisors and Community Financial Group.

Will joined Equitable Advisors in 2015 to work in the Retirement Benefits Group (RBG), a specialized division of Equitable Advisors, which focuses on serving the public school and non-profit marketplace.  Will joined Community Financial Group in 2016 as an associate.  Before joining Equitable, Will worked in the nonprofit sector with an organization called ‘Young Life’, an organization where he mentored high school and middle school students.

Early in his career at Equitable, Will was asked to speak at a nationwide training due to his early success in the industry.  He now does a monthly training for the Richmond branch of Equitable to help new RBG associates who are just getting started.

Will was born and raised in Loudoun County, Virginia. He earned his undergraduate degree in History and Political Science from Christopher Newport University. He now lives in Richmond, Virginia with his wife Allison who is a High school Spanish teacher.  In their spare time Will and Allison enjoy exercising, reading, and spending time with friends and family.

 

Securities offered through Equitable Advisors (NY, NY 212-314-4600), member FINRA, SIPC. Investment  advisory products and services offered through Equitable Advisors, an investment advisor registered with the  SEC. Annuity and insurance products offered through Equitable Network, LLC. 

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Securities 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.

<b> Fredericksburg Office </b> <br> 107 Amelia St. <br> Fredericksburg, VA 22401 <br> 540-604-5690 <br> allanamoore@communityfg.net <br> <br> <b> Richmond Office </b> <br> 7231 Forest Ave. Suite 300 <br> Richmond, VA 23226 <br> 804-288-1100 <br> kaitlynalloway@communityfg.net <br> <br> <b> Roanoke Office </b> <br> 418 1st St. SW <br> Roanoke VA, 24011 <br> 540-342-7890 <br> korifalcon@communityfg.net is not owned or operated by Equitable Advisors, LLC or its affiliates.

California Insurance License #: 0H30647 (Fines)

Arkansas Insurance License #: 7644804 (Fines)/8793447 (Hayes)

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

The RICP® (Retirement Income Certified Professional®) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation's required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by e-mail at Registrar@TheAmericanCollege.edu. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.

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.

Community Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

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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