William "Sandy" Solomon
Managing Partner- Ballantyne
Retirement Planning Specialist
Sandy Solomon joined Equitable in October of 1996, devoting the last 25 years of his professional life to a simple philosophy; every American has the right to become financially independent and the opportunity to enjoy a worry-free retirement.
Today Sandy leads a team of Financial Professionals under the Covenant Advisory Group banner, focusing in Estate Planning, Business Succession, Asset Management, and Insurance with an emphasis on Retirement Income Planning.
Some of Sandy's personal and professional achievements include:
- The ChFC (Chartered Financial Consultant), CLU (Chartered Life Underwriter), and RICP (Retirement Income Certified Professional), from the American College of Financial Planning.
- Equitable Hall of Fame inductee
- Named ‘Southeastern Regional Honor Associate' in 2018, a peer nominated award given to just 4 financial professionals each year by Equitable.
- Completed the ‘At Retirement' Executive Education program at the Wharton School of Business, sponsored by Equitable.
Sandy and his wife Lou live in the historic Dilworth community in Charlotte with their ‘canine kids'.
He enjoys talking cars, a good book, cooking, cycling and Carolina Panther Football.
Sandy can be reached at Sandy@covenetag.com or by phone at 704-540-2962
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.
California Insurance License #: OG10218
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). 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, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. 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.
Covenant Advisory Group is not owned or operated by Equitable Advisors, LLC or its affiliates.