Scott Graham

Scott Graham

Managing Partner

Retirement Planning Specialist

At Retirement Group

Scott Graham is the Managing Partner of Alpha Omega Financial, LLC. Scott began his practice at Equitable Advisors in 2000. He works closely with his clients, helping them implement strategies to reach their financial goals, including retirement planning, college funding and family and business protection planning.

Scott spent 14 years as a Regional Vice President, developing and forming strategic partnerships with other advisors. He formed Alpha Omega Financial in 2014. The team brings a diverse set of skills and expertise and is committed to building long term relationships within their communities and marketplace.

Scott holds and maintains the Series 6, 7, 63, 65, 24, and 53 FINRA securities registrations, as well as Life, Health and Long Term Care Insurance Licenses. Additionally, he earned the Retirement Planning Specialist designation from the Wharton School of Business. Scott is a consistent qualifying member of the Million Dollar Round Table (MDRT), an elite network recognizing the top 5% of financial professionals globally. He has received Equitable Advisors' prestigious Hallmark Award and was inducted into the Equitable Advisors' Hall of Fame in 2014.

Scott and his wife, Christa, have raised three children in the Greensboro area. He enjoys spending time with his family and feels fortunate to be actively involved in his Church, as well as other civic organizations within the local community.

 

 

 

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable atretirement@axa-equitable.com.


Securities and investment advisory services offered through Equitable 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.

Alpha Omega Financial, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone (336) 405-8266 Direct
Fax (336) 812-8030
Mobile Phone (336) 686-6448