
Ashleigh F. Angelleemail
Magnolia Wealth Strategies - Lafayette, Versailles Blvd
102 Versailles Blvd, Ste 808
Lafayette, LA 70501
Professional Story
I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will assist you as you:
- Define your personal financial goals
- Develop a financial strategy that can help you achieve these goals
- Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
- Implement your strategy with products and services that help meet your needs.
Education
University of Louisiana at Lafayette - Masters Degree
University of Louisiana at Lafayette - Bacholers DegreeHobbies
Spending time with my husband and children
volleyball
travelingCommunity Involvement
St. Bernard School Foundation Board
Languages:
- English
Credentials:
- MBA
Specialties:
- Insurance Strategies
- Retirement Income Planning
- Retirement Strategies
- Investment Strategies
- Estate Planning
- Risk Management Strategies
- Financial Education
- Business Owners
- Business Succession Planning
- College Funding Strategies
- Student Loan Refinancing
Online Services
- CoverpathYou are now leaving MassMutual's website and will be redirected to an advisor's website. Get a quote for term life insurance.
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