Shannon Underwood
Retirement Planning SpecialistShannon 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, FINSECA, Million Dollar Round Table, 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 Asset Allocation and Wealth Management.
In 2021 Shannon earned his Retirement Income Certified Planning (RICP®) designation from the American College continuing his education and commitment the retirement planning process.
Shannon is President & Principal 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.
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
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.
Blue Ridge Financial Partners is not owned or operated by Equitable Advisors, LLC or its affiliates.