About Us

Shanna B. Strickland, CDFA® LUTCF

Financial Consultant
Phone: (252) 937-2253
Mobile: (252) 883-4738
Fax: (252) 937-6649

Shanna Strickland is a financial professional and entrepreneur.  She designs financial strategies for clients who want to protect their families, save for their children’s education, and provide retirement income in their later years.  She is trained to provide financial guidance to people going through a divorce.

 

Most importantly, Shanna is a lover of Jesus, wife and mother, busy teaching her daughter, Stella, the value of hard work and family.  She is working on better organizational skills, planning date nights with her husband, Daniel and striving to improve as a runner.

 

 

 

 

 

 

 

 



Education:



  • UNC-Wilmington – B.S. in Business Administration with a concentration in Business Management and Marketing



Licenses:



  • FINRA Series 66 and 7 securities registrations
  • Life, Medicare Supplement, and Long Term Care



Professional Education:



  • Leadership in Life Institute (LILI) 2012
  • Life Underwriters Training Council Fellowship (LUTCF) 2013
  • Certified Divorce Financial Advisor (CDFA®) 2017



Professional Associations:



  • Member of NAIFA (National Association of Insurance and Financial Advisors) 
  • The Junior Guild of Rocky Mount Sustainer



Industry Awards:



  • Qualifying Member MDRT (Million Dollar Round Table)


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.

Taylor Financial Strategies is not owned or operated by AXA Advisors, LLC or its affiliates.

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

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.

Taylor Financial 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

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