Annie Heyen joined Equitable Advisors, LLC in 2025 after graduating from Le Moyne College with a dual degree in Finance and Business Analytics. She currently holds her New York & Oregon Life and Health License and FINRA Series 7 & 66 Registrations.
As a Financial Planner, Annie is committed to helping people develop their own personalized financial strategy plans. Her holistic approach can help individuals and families make informed financial decisions about their financial future. Annie is excited to work with educators and professionals early in their career to help them in working toward their financial goals.
Originally from Astoria, Oregon, Annie now resides in Syracuse, New York and enjoys spending time with family and friends. As she builds her career at Equitable, she hopes to become an active member of the CNY community.