I am a Financial Consultant with Equitable Advisors in Raleigh, North Carolina. I graduated from North Carolina State University. The main focus of my practice is to provide comprehensive financial planning and advice for individuals, families, and businesses that are in various stages of their lives.
By building my business from the ground up through word-of-mouth and referrals, I am able to establish long-term relationships with my clients and add value in areas such as tax efficiency, principal protection, and retirement income. My goal is to provide my clients a roadmap to help them reach their desired destination through strategies taylored to fit each individual journey. I also educate my clients on complex subjects and put them into simple terms.
Securities
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.