Shanna B. Strickland, CDFA® LUTCF
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 Christ, 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 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.
Taylor Financial Strategies is not owned or operated by Equitable Advisors, LLC or its affiliates.