Scott Graham
Managing Partner at Alpha Omega Financial, LLC
- Role
- Financial Advisor, Retirement Planning Specialist at Equitable Advisors
- Location
- Greensboro, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Scott Graham
Financial Services Professional focusing on investment and insurance planning. I work…
Experience
Financial Advisor, Retirement Planning Specialist
Jun 2020 — Present · Greensboro, NC, US
Our company formerly AXA Advisors, is now Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN)
Education
Wharton School, University of PA
Retirement Planning Program (designed for AXA Equitable).
2008 — 2008
Penn State University
B.S., Business Logistics
1974 — 1978
Skills
- Executive Benefits Planning
- Retirement Planning Strategies
- Annuity Services
- Estate Planning Strategies
- Annuities
- Investment Services
- Long-Term Care Planning Strategies
- Business Succession Strategies
- Ira Distribution Planning
- Insurance Sevices
- Executice Benefits Planning
- Insurance Services
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