Magnolia Wealth Strategies - Metairie, LA Biographies
Life’s challenges extend into many other areas…
Nancy is a Financial Planner and Special Care Planner with Magnolia Wealth Strategies (A member of the MassMutual Financial Group) in the Greater New Orleans area.
She has 18 years of experience in the financial services industry with MetLife and Magnolia Wealth Strategies. She was born in Caicedonia, V. Colombia, South America and has been residing in the New Orleans area since 1968.
Nancy’s practice is focused on a comprehensive approach to Financial Planning, which includes Financial Position, Protection, Investment, Tax, Retirement, & Estate Planning. She is dedicated to helping families and small businesses navigate through the maze of financial complexities and committed to shaping, securing and fulfilling her client’s multi-generational needs.
Estate planning is important for most families and is not an activity for only the wealthy. It is “critical” and essential for families with special needs dependents. In her capacity as a Special Care Planner with Mass Mutual’s Special CareSM Program, Nancy communicates to her clients that Special Needs Planning is different from general Estate Planning, both legally and financially. She is committed to helping secure lifetime care and quality of life care for her clients and their dependents with special needs.
She is licensed and registered to sell insurance and securities in: Alabama, Florida, Georgia, Illinois, Indiana, Louisiana, Massachusetts, Mississippi, Tennessee & Texas. She is a registered representative of and offers securities, investment advisory and financial planning
services through MML Investor Services, LLC.
Jeremy has been a Financial Services Representative for 6 years and is licensed to sell life insurance in Florida, Indiana, Louisiana, Mississippi and Texas and securities in Louisiana.
Jeremy graduated from Jesuit High School in New Orleans, and received his Bachelor’s Degree in Marketing from LSU.
He is a registered representative of and offers securities through MML Investor Services, LLC. in Metairie.