Southeast Atlantic
Mutual of Omaha Advisors
We are proud to be making a difference in the lives of others throughout North Carolina.
Our advisors are helping to make a difference in the lives of others and maintain 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 a suitable strategy.
If you want to make a difference in the lives of others in a meaningful career, we encourage you call your local office or visit
advisorcareers.com
.
Check the background of investment professionals on
FINRA BrokerCheck.
Please note Insurance Agents* who are not securities licensed will not be listed on this site.
Office Locations
- Main Division Office
- Raleigh
- Winston-Salem
Main Division Office
13900 Conlan Circle Suite 150 Charlotte, NC 28277- Phone
- 704-556-1078
- Fax
- 704-556-1068
Raleigh
1500 Sunday Drive Suite 212 Raleigh, NC 27607- Office Hours
- 8:00am - 4:30pm
- Phone
- 919-858-7646
- Fax
- 919-858-5890
Winston-Salem
2000 Frontis Plaza Blvd Suite 250 Winston-Salem, NC 27103- Office Hours
- 8:00am - 4:30pm
- Phone
- 336-331-3465
- Fax
- 336-331-3467
Our Team
-
John Natoli
Managing Director
- CFP®
- ChFC®
- CLF®
- CLU®
- CMFC®
- Fax
- 704-556-1068
- Phone
- 704-556-1078
John.Natoli@mutualofomaha.com
-
Louie Gonzalez Czerniak
Sales Director
-
David Lieberman
Sales Director
- State Insurance Licenses
- NC
- Phone
- 704-556-1078
David.Lieberman@mutualofomaha.com
-
Al Sosa
Sales Director
- CLU®
- LUTCF®
- State Insurance Licenses
- NC
- Phone
- 919-858-7646
Al.Sosa@mutualofomaha.com
-
Scott Peters
Sales Director
- LUTCF®
- State Insurance Licenses
- NC
- Phone
- 336-331-3465
Scott.Peters@mutualofomaha.com
Listening to our customers for more than 100 years
The key to our longevity is simple.
You see, as a mutual company, we're owned by our policyholders. Which means we've been able to focus on listening to our customers, not Wall Street. It's a singular commitment that has drawn people to Mutual of Omaha for generations.
View Our Story