August 7, 2017

Susan Boehm has joined Firstrust Financial Resources, part of Karr Barth Associates, the Philadelphia branch of Equitable Advisors. The announcement was made by David Fleisher, an executive vice president of the Eastern Division of Equitable Advisors and President of Firstrust Financial Resources.


“We’re extremely pleased to have Susan join our team at Firstrust Financial Resources,” said Fleisher.  “We look to her to carry on our commitment to our clients and professional leadership. She comes to us as a highly experienced professional that has been continually recognized for her commitment to clients, leadership and outstanding professional performance.” 


As a financial professional with Firstrust Financial Resources, she will continue to work with clients to help them define their financial goals and create strategies to help them achieve their objectives, with the added support of one of the nation’s leading financial protection and wealth management firms.


Ms. Boehm holds a B.S. in Accounting from Drexel University. In addition, she has earned her FINRA Series 7 and 66 registrations and holds the (CDFA) Certified Divorce Financial Analyst designation.


She is involved in community and professional organizations including the United Way, Advisory Council for the Women’s Leadership Initiative, the Center City Proprietors Association, and the Equitable Women’s Leadership Council.


The Equitable Advisors, Firstrust Financial Resources office is located at 1818 Market Street, 23rd Floor, Philadelphia, PA 19103. Sue can be reached at (215) 640-3871 or


Financial services available to individuals and business owners through Equitable Advisors include: strategies and products for financial protection and investments; asset allocation, college, retirement, business and estate planning strategies; life insurance, annuity and investment products, including mutual funds. 


About AXA

“Equitable” is a brand name of Equitable Financial Services, LLC and its family of companies, including Equitable Life Insurance Company (NY, NY), MONY Life Insurance Company of America (AZ stock company, administrative office: Jersey City, NJ), Equitable Advisors, and Equitable Distributors, LLC. In business since 1859, Equitable Life Insurance Company is a leading financial protection company and one of the nation’s premier providers of life insurance and annuity products distributed to individuals and business owners through its retail distribution channel, Equitable Advisors (member FINRA, SIPC) and to the financial services market through its wholesale distribution channel, Equitable Distributors, LLC (member FINRA, SIPC).


Equitable S.A. (also referred to as “Equitable Group”) is a Paris-headquartered holding company for a group of international insurance and financial services companies, including Equitable Financial Services, LLC companies. Equitable S.A. is a worldwide leader in financial protection strategies and wealth management with 103 million clients in 64 countries as of Dec. 31, 2015. Equitable S.A. has been ranked the No. 1 insurance brand in the world by Interbrand for eight consecutive years as of Oct. 5, 2016. Brochure


The obligations of Equitable Life Insurance Company and MONY Life Insurance Company of America are backed solely by their claims-paying ability. Find Equitable on FacebookTwitter and LinkedIn. For more information, visit


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. Insurance and annuities products are not FDIC insured and are not deposits or other obligations of or guaranteed by any bank. Firstrust Financial Resources, LLC and Karr Barth Associates are not registered investment advisers and are not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors and its affiliates are not affiliated with Firstrust Bank.



AGE-128325 (08/17)(Exp.01/19)