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 an 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 information and assistance to people going through a divorce. Most importantly, she is a wife and mother, busy teaching her daughter the value of hard work and family.  She is working on better organizational skills, planning date nights with her husband, and striving to improve as a runner. 




Education:



  • Graduate UNC-Wilmington – B.S. in Business Administration with a concentration in Business Management and Marketing December 2003



Licenses:



  • FINRA Series 66 and 7 securities registrations
  • NC Life, ADD, Medicare Supplement/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, NAIFA-NC and NAIFA-Rocky Mount
  • The Junior Guild of Rocky Mount Sustainer
  • Rocky Mount Jaycees Member



 

Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. 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 AXA Advisors, LLC or its affiliates.

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 AXA Advisors or AXA Network.

AXA Equitable Holdings, Inc. is a publicly traded corporation, and it and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

Link to axa.com

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