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William "Sandy" Solomon

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


California Insurance License #OG10218