Press release
Legacy Wealth Strategies Partner Attends Wharton Retirement Summit
Hoile holds a Certificate in Retirement Planning from Wharton. His participation in the summit reflects a strong commitment to continuing education under the program. The two-day event consisted of workshops taught by Wharton faculty members and industry experts.
“The Wharton summit provided me with access to the most recent research, thoughts and opinions from leaders of one of the world’s finest business and finance schools,” said Hoile. “The investment and risk management strategies I learned will be beneficial in helping my clients navigate their retirement in this rapidly changing world.”
Hoile has 12 years of industry experience. In addition to serving as partner at Legacy Wealth Strategies, he was recently named a district manager for AXA Advisors in Raleigh. He joined AXA Advisors as a financial professional in 1999. During his tenure, Hoile has earned numerous accolades with the company, including its Centurion, Circle of Excellence and Hallmark I awards.
About Legacy Wealth Strategies:
Legacy Wealth Strategies focuses on financial planning and wealth management strategies, business succession planning and risk management services. Formed in 2004, the firm provides forward-thinking and cost-effective financial strategies to its clients, helping them toward reaching their financial goals and achieving financial independence. Associates of Legacy Wealth Strategies offer securities through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. Legacy Wealth Strategies is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.
Legacy Wealth Strategies and the AXA Advisors Raleigh branch are located at 3201 Beechleaf Court, Suite 450, Raleigh, NC 27604. Financial services available to individuals and business owners through AXA Advisors, LLC include: strategies and products for financial protection and investments; asset allocation, college, retirement, business and estate planning strategies; life insurance, annuity and investment products. Visit www.legacyws.com or call 919.341.1639 for more information.
About AXA Equitable:
In business since 1859, AXA Equitable Life Insurance Company (NY, NY) is a leading financial protection company and one of the nation’s premier providers of life insurance, annuity, and financial products and services. The company’s products and services are distributed to individuals and business owners through its retail distribution channel, AXA Advisors, LLC (member FINRA, SIPC) and to the financial services market through its wholesale distribution channel, AXA Distributors, LLC.
Find AXA Equitable on Facebook and Twitter or visit the company’s multi-media newsroom The Source @ AXA Equitable.
AXA Equitable, a subsidiary of AXA Financial Inc., is part of the global AXA Group, a worldwide leader in financial protection strategies and wealth management. “AXA Group” refers to AXA, a French holding company for an international group of insurance and financial services companies together with its direct and indirect consolidated subsidiaries. For more information, visit www.axa-equitable.com.
Brian Van Norman
brian@articulon.com
2841 Plaza Place, Ste 210
Raleigh, NC 27612
919-232-5008
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