Norris Woody

Norris Woody

Partner
Retirement Planning Specialist

Office: 704-895-7475
Fax: 704-895-0292
E-mail:

Website: Visit my web site!

At Retirement Group
 

Norris Woody is an advisor and partner of Oak Capital Management, LLC. He began his career with Equitable Advisors in 1996 and was added to the Oak Capital team in 2020. 

Norris is a Qualified Plan Specialist and Executive Benefit Specialist. He specializes in personal financial planning for executives, providing wealth protection and asset management.  Norris shares our firm’s passion for our business. He works to the highest standards and is a trusted partner to his clients. 
 
Norris completed his undergraduate program at High Point University. He has also completed the coursework for a Wharton Certificate in Retirement Planning. He also hold FINRA 6, 7, 63, and 65 licenses. 

In his spare time, Norris stays active in his community. He has served on the Executive Committee for the Boy Scouts of America, Town of Cornelius Planning Board, and has been a member of the National Ski Patrol for 48 years.

Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning for 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.

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Check the background of this financial professional on FINRA's BrokerCheck