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 Vice President, hiring, developing and forming strategic partnerships with other advisors. He formed Alpha Omega Financial in 2014. The team brings a diverse set of skills and experience 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 was inducted into the Equitable Advisors' Hall of Fame in 2014 and received Equitable Advisors' prestigious Hallmark II Award in 2020.

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.

 

 

 

Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.


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.

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