Nancy Giraldo

Credentials:
  • CLTC®
  • LUTCF®

Focus: Insurance Strategies, Investment Strategies, Special Care, Retirement Income Planning, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Business Owners

Languages: English, Spanish

Nancy is a Financial Planner and Special Care Planner with Magnolia Wealth Strategies, a MassMutual firm in the Greater New Orleans area.

 

She is in her 20th year of experience in the financial services industry first with MetLife and then with Magnolia Wealth Strategies, a MassMutual firm.

 

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 and holistic approach to Financial Planning, Special Needs Planning, Small Business Planning which includes Financial Position, Protection, Investment, Tax Reduction, Retirement, & Estate Planning.

 

She is dedicated to helping families and Small Business Owners navigate through the maze of financial complexities and committed to help shape, secure and fulfill 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 MassMutual’s SpecialCareSM 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, New Jersey, Tennessee & Texas.

 

She is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC.

 

She holds her Series 6, Series 7, Series 63 and Series 66 securities licenses.

 

Experience

Financial Services Representative, Special Care Planner at Magnolia Wealth Strategies,

a MassMutual firm

July 2016 - Present

 

Financial Planner, Special Needs Financial Planner, Financial Advisor, Financial Services at Metlife Premier Client Group of Louisiana, an office of MetLife

October 2000 - July 2016 (15 years 10 months)

 

 

Education

The American College of Financial Services

Life Underwriter’s Training Council Fellowship (LUTCF)

Continued Education in the Areas of Finance, 2003 – Present

 

Phillips Junior College, New Orleans, LA

Associate degree, Travel & Tourism Management, 1983 – 1985

 

Academy of Holy Angels-New Orleans

1980 - 1983

 

Organizations

 

St. Therese Academy Advisory Council Memember

2020 to present

 

Holy Rosary Advisory Council Member

2018 to present

 

Academy of Special Needs Planners

2017 to present November 2018

 

Chamale Cove Condo Association

Insurance Liaison Board Member in 2014

President in 2015

Structural Board Member and Insurance Liaison in 2015

 

Academy of Holy Angels Alum Committee

Board Member from 2002 to 2005

 

NAIFA (National Association of Insurance & Financial Advisors)

Member from 2001 to 2003

 

Chamale Cove Marina Association

Board Member from 2014 to November 2018

 

Financial Planning Association of Greater New Orleans (FPA)

Member since 2003

Board Member from 2003 to 2010

President in 2007

 

Lake Pontchartrain Women’s Sailing Association (LPWSA)

Member, Board Member and Pink Ribbon Regatta Committee Member from 2011 to present

 

Nancy Giraldo is a registered representative of and offers securities, investment advisory services, and financial planning services through MML Investors services, LLC, Member SIPC. (www.sipc.org) 3838 North Causeway Boulevard, Suite 3400, Metairie, LA 70002. (504) 613-2000. Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies. Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters. CRN202104-245542

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Magnolia Wealth Strategies

Main Office

3838 N Causeway Boulevard Suite 3400
Metairie, LA 70002-8194

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CRN202104-245542