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Equias Alliance, an NFP Company

Mr. David Shoemaker, Managing Consultant, CPA/PFS, CFP®
8000 Centerview Parkway #525
Memphis, TN 38018
(901) 754 4712 (phone)
(901) 754 3375 (fax)
Membership Level: Gold Service Member
Valued member since July 2011
Equias Alliance delivers nonqualified benefit and BOLI portfolio services to banks across the United States via its team of 18 consultants and 30 support personnel located in 14 regional offices. Equias Alliance offers a near-seamless approach from design to implementation. Our team has helped more than 800 banking organizations recruit, retain, and reward executives, directors and employees critical to each bank’s success.

In addition, the company’s in-house service professionals offer practical, hands-on assistance to banks and their professional advisors in responding to auditors and examiners, as well as timely, accurate documentation and regulatory compliance support. The organization’s 48 team members include 7 CPA’s, 2 attorneys, 9 MBA’s, 3 CLU’s, 1 CFP®, 1 ChFC®s, a former bank regulator, several former bankers and bank directors and many other degrees and licenses. It includes individuals with significant BOLI and benefits administration experience as well as one of the industry’s well known specialists on accounting and tax matters. As evidence of its leadership position in the market, Equias has the exclusive endorsement of the ABA (through its subsidiary, the Corporation for American Banking) and 11 state banking associations.

Securities offered through ProEquities, Inc., a Registered Broker/Dealer, and member FINRA and SIPC. Equias Alliance LLC is independent of ProEquities, Inc.

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