Southeast Atlantic

Mutual of Omaha Advisors

Phone:
704-556-1078
Fax:
704-556-1068
Areas Served:
North Carolina including Charlotte, NC; Raleigh NC; Wilmington, NC; Winston-Salem, NC; and Asheville, NC**

Check the background of this investment professional on FINRA BrokerCheck.

Dedicated Professionals Guiding Others

Our Mission
We help our customers protect what they care about and achieve their financial goals.

Helping to Guide Others
With offices in Charlotte and throughout North Carolina and South Carolina, our advisors are helping to make a difference in the lives of others. Our team of dedicated professionals maintains the highest standards of professionalism and service to our customers. We begin by taking our customers through a process of discovery in several key areas. Only then, with the knowledge and understanding of the customer’s wants and needs, do our advisors recommend the right strategies.

Mutual of Omaha Advisors Difference
To help our advisors meet their goals, we provide uncommonly comprehensive training, personal branding and marketing strategies complete with an extensive library of material, a true career path and a meaningful financial investment to their future.
Learn more about how our approach separates us from others in the financial industry.

News & Updates

  • Please join me in Celebrating a Birthday today! Please wish Scott Peters a Happy Birthday today! Scott is our Sales Director in the Winston Salem...

  • Thank you to all who have served in the United States Armed Forces. #VeteransDay

  • Don't forget to set your clocks 1 hour behind tomorrow! #WinterisComing

  • Please join me in Celebrating a Birthday today! Please wish Robbi Laney a Happy Birthday! Robbi is located in Raleigh Office. From all of us in...

  • Have a happy and safe Halloween! #Halloween2018

  • “Cats have it all - admiration, an endless sleep, and company only when they want it.”- Rod McKuen #NationalCatDay

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