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

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

    Louie Gonzalez Czerniak

    Sales Director

    David Lieberman

    Sales Director

    State Insurance Licenses
    NC
    Phone
    704-556-1078

    Al Sosa

    Sales Director

    • CLU®
    • LUTCF®
    State Insurance Licenses
    NC
    Phone
    919-858-7646

    Scott Peters

    Sales Director

    • LUTCF®
    State Insurance Licenses
    NC
    Phone
    336-331-3465
Our History

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
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