Norris Woody

Norris Woody

Retirement Planning Specialist

At Retirement Group

Norris joined The Equitable now Equitable Advisors in 1996.  He is a Qualified Plan Specialist and Executive Benefit Specialist as well as specializing in personal financial planning for executives providing wealth protection and asset management. Representative to Equitable's Agent Forum Committee.  Has worked with National Football League Players Association financial advisors program.

Community and civic activities include serving on the Executive Committee for the Boy Scouts of America, Town of Cornelius Planning Board, Global Evangelism Ministries, Charlotte, NC, has been a member of the National Ski Patrol for 44 years.

Norris graduated from High Point University in the Pre Law program and is Past President of the Alumni Association. He recently completed the course work for a Wharton Certificate in Retirement Planning.

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. Qualified Plan Specialist title awarded by Equitable Advisors, based upon successful completion of an internal training program and written assessment.   

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.

Oak Capital Management, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 704-895-7475
Fax 704-895-0292