Contact Us

Need Assistance?

If you have immediate questions, concerns, suggestions or need any type of service, call us at 704 540-2962.

If you need further assistance use the links below to get in touch with us:

Office Locations

Local Office Address

Covenant Advisory Group
11325 North Community House Rd., Suite 450
Charlotte, NC 28277
Local Office Phone:
  • 704 540-2962
Directions to Local Office

From I-77 South take I-485 East toward Pineville, NC.  Follow I-485 to

the Johnston Rd South exit, and take Johnston Rd South approx. 1/2 mi.

to Ballantyne Commons Parkway. Turn left on Ballantyne Commons

Parkway.  At the second stop light, turn left on North Community House Rd.

Take the first left into the Ballantyne Corporate Park complex.  We are located

in the Irby Building directly in front of the parking garage to your right.  Visitor

parking is on the street in front of the building.  Take the elevator to the 4th floor.

We are in suite 450.

Branch Office Address

11325 North Community House Rd., Suite 450
Charlotte, NC 28277
Branch Office Phone:
(704) 540-3000
Branch Office Fax:
(704) 540-2999

California Insurance License #: OG10218

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 (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding 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 a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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