
Angela (Angie) Wingerdemail
Skylight Financial Group - Toledo
Toledo, OH 43617
Professional Story
Angie, a native of Blissfield, Michigan who lives in Ottawa Lake is dedicated to listening to her clients and helping them achieve their goals and solutions for their families and businesses. She works closely with family-owned businesses and specializes in retirement planning. Her goal is to help people achieve financial independence, realize dreams, and keep promises to themselves, their families and their businesses.
Angie joined a general agency of Massachusetts Mutual Life Insurance company (MassMutual) in 1985 and has been a financial planner since 1994. She joined Skylight Financial Group with the merger of Toledo, Columbus, Cincinnati, and Cleveland offices in 2017.
Angie is an alumnus of Davis College where she received a degree in business administration. She furthered her education at the American College receiving Chartered Financial Consultant and Certified Family Business designations and in 2002 she became a Certified Financial Planner Practitioner.
A past President of the Rotary Club of Blissfield, Wingerd has been actively involved in her community and is passionate about helping disadvantaged children both locally and around the world.
When not taking care of her clients Angie enjoys travel, golfing and spending time at her Round Lake cottage with her husband, two children, and precious grandchildren, family and friends.
Angela M. Wingerd is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC. OSJ: 7150 W. Central Ave, Suite 100, Toledo OH 43617 . 419.893.9759.
Languages: English
Credentials: CFP®, CLTC, ChFC®, CFBS
Specialties:Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Business Succession Planning, Risk Management Strategies
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