About Us

John Erwin, CFP®

Partner
Phone: 910-477-9072
Mobile: 919-795-8714
Fax: 919-954-1545

Professional Focus


  • Offices in Oak Island, NC and Raleigh, NC
  • Business Exit Strategies and Succession Planning
  • Key Employee Retention
  • Tax Efficient Wealth Building
  • Financial Planning, Asset Management, and Estate Planning



Awards



  • Equitable President's Trophy
  • GAMA Master Agency Award
  • Triangle Business Leader of the Year - Financial Services



Education



  • BA, Radford University, Finance and Insurance
  • CERTIFIED FINANCIAL PLANNER® professional, Radford University



Experience



  • CERTIFIED FINANCIAL PLANNER® professional  
  • Executive Vice President, South East Region, Equitable Advisors, over 20 years
  • Joined Legacy Wealth Strategies, 2019



Professional Affiliations



  • Raleigh Chamber of Commerce (Board of Advisors)
  • The United Way Alexis de Tocqueville Society
  • Wake Enterprises (Board of Directors)
  • Wake Educational Partnership Board of Directors
  • WakeMed Hospital Foundation Champions (Planned Giving & Community Relations Committee)
  • Heritage Foundation (Board Member)



CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.


 

Securities and investment advisory services 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.

California Insurance License #: OI27029

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.

Legacy Wealth Strategies 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.

Link to equitable.com

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