Rocky Mount, NC Capital Drive Office

Team
Updated today

Client AUM

$41,094,843,456

Clients

71,990

Advisors

2

Of 4,620 advisors across 967 offices

Location

4020 Capital Drive

Rocky Mount NC 27804

Advisors at this office

2

Advisors at this office

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Sarah D

Series 66

Rocky Mount, NC

Equitable Advisors

Sarah Dixon is a financial advisor with Equitable Advisors in Rocky Mount, NC, holding a Series 66 designation and 18 years of industry experience. She has worked with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2007. Dixon serves on the boards of trustees for Rocky Mount Academy and North Carolina Wesleyan University. Equitable Advisors provides financial planning, retirement-plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm utilizes a hybrid referral and implementation model, working with multiple third-party asset managers and offering both advisory and brokerage/insurance channels to clients.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Shanna S

Series 66

Rocky Mount, NC

Equitable Advisors

Shanna Strickland is a financial advisor at Equitable Advisors with 16 years of industry experience. She holds a Series 66 designation and has been with Equitable Advisors since 2007, previously affiliated with Axa Advisors, LLC. Strickland serves as President of NAIFA North Carolina and is a board member of the Nash UNC Healthcare Foundation. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm employs a hybrid referral and implementation model, offering advisory and brokerage services through LPL programs and third-party asset managers.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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