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 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.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding 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 a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com

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