About Us

Shannon Underwood

President & Principal, Retirement Planning Specialist
At Retirement Group Retirement Planning Specialist
Phone: 540-427-6721
Mobile: 540-529-3301
Fax: 540-904-6051

Shannon Underwood is a native and resident of Botetourt County with his wife and their two children.  Shannon has been with Equitable Advisors since 2004.  He is a member of the National Association of Insurance and Financial Advisors, as well as a supporter of many charitable organizations within the Roanoke Valley, he and his wife are also members of Ut Prosim Society of Virginia Tech. 


 



In 2013, Shannon earned a Certificate in Retirement Planning from the Wharton School of Business at the University of Pennsylvania, and was awarded the related Equitable Advisors title of Retirement Planning Specialist.


 


 

In 2014, Shannon  attended the Equitable Institute, an advanced learning curriculum, hosted at Harvard University. This program is a significant  part of his  continued education in Assest Allocation and Wealth Management.


Shannon is President of and implemented Blue Ridge Financial Partners, in 2011.  His hobbies include just about anything associated with Virginia Tech athletics, golf and he enjoys a lifelong passion and involvement in motorsports racing. 



Shannon's professional passion is to provide financial and risk protection planning and investment management for companies, individuals, and non-profit organizations with a strong emphasis on connecting in the community for the purpose of improving and creating a better quality of life for all.


 


Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania.

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.

Blue Ridge Financial Partners is not owned or operated by AXA Advisors, LLC or its affiliates.

California Insurance License #: 0F74731

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.

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through Equitable Advisors, LLC, an investment advisor registered with the SEC. 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.

Blue Ridge Financial Partners is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

IMPORTANT: The names of all companies under the formerly-used AXA brand name have been updated under Equitable, the brand name of Equitable Holdings, Inc. and its family of companies. As we work to completely revise all of our website content, advertising, and other communications, you may occasionally see a remaining and inadvertent reference to some variation of "AXA", which should be disregarded and will be corrected as soon as possible.

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