Broker Check
 John  Erwin, CFP®

John Erwin, CFP®

Partner

Professional

  • Focus Offices in Oak Island, NC and Raleigh, NC
  • Business Exit Strategies and Succession Planning
  • Key Employee Retention
  • Tax Efficient Investing Strategies
  • Financial Planning and Estate Planning Strategies

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.