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, AXA 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®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® 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 AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. 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 and, in Utah, Equitable Network Insurance Agency of Utah, LLC. 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.

Equitable Advisors is the brand name of AXA Advisors, LLC (Member FINRA, SIPC)

California Insurance License #: OI27029

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA 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.

Legacy Wealth Strategies is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors and Equitable Network are brand names for AXA Advisors, LLC and AXA Network, LLC, respectively.

Equitable Holdings, Inc. is a publicly traded corporation, and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

Link to equitable.com

Privacy Policy

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck