Angelina Mccarthy Bryan, Mba Email & Phone Number

I am the Founder & Principal of Envision Financial Wealth, LLC.My illustrious career spans over two decades in the financial industry and positions me as a trusted leader. With an extensive repertoire of expertise across diverse financial realms, I seek to deliver tailored guidance meticulously crafted to address the unique needs of each client.During my personalized meetings, conducted thorough assessments of my clients' financial landscapes, fostering a deep understanding essential for providing bespoke solutions that resonate with their goals. Through individualized financial consultations, I eagerly invite clients to explore pathways to generational wealth and legacy preservation.Trust isn't just earned; it's inherent in every aspect of my multifaceted dedication to both my clients and my community.Envision Financial Wealth, LLC is not owned or operated by New York Life Insurance Company or its affiliates.

Greater Washington Area

I am a Financial Services Professional* with NYLIFE Securities LLC, Premier Presidents Council (2014), and Qualifying Million Dollar Round Table Member (recognized among the top 1% of Financial Services Professionals in the world). I run my own financial business with New York Life Insurance Company and its affiliates specializing in an array of financial areas, among them are Individual Life Insurance Fixed¹ & Variable* Annuities, Long Term Care Insurance, Retirement Planning, College Planning. My ongoing goal is to help educate and empower clients to create their own financial peace of mind. ¹Issued by New York Life Insurance and Annuity Corporation (a Delaware Corporation). *Securities offered through NYLIFE Securities LLC, member FINRA/SIPC, A Licensed Insurance Agency.

Greater Washington Area

I am a Licensed Agent with New York Life Insurance Company specializing in an array of financial areas, among them are Individual Life Insurance and Fixed¹ Annuities, Long Term Care Insurance, Retirement Planning, College Planning. My ongoing goal is to help educate and empower clients to create their own financial peace of mind. ¹Issued by New York Life Insurance and Annuity Corporation (a Delaware Corporation).

Alexandria, Virginia

My role as Assistant Vice President, Licensed Branch Manager was to ensure operational efficiency within SunTrust Bank. Complete complex, high-level client transactions pertaining to trusts, estates, escrow and iolta accounts. Incorporate power of attorney (POA) agreements, paid on death (POD) beneficiaries to new or existing client relationship profiles. Advise clients on investment and security opportunities in conjunction with insurance agencies, as it pertained to fixed annuities and wealth transfer. Utilize cross selling, profiling and referral follow-up techniques to increase branch sales results. Incorporate product knowledge, proactive teleconsulting, business training, proactive relationship banking, personal/ business account analysis and business banking overview as tools to develop branch personnel in maintaining quality results. Engage in continuous coaching and development of branch associates. Manage branch personnel functions including performance reviews and resolution of all employee related issues. Maintain consistent branch performance by incorporating the branch operating model as a guide.

Master Of Business Administration (M.B.A.), Business Administration And Management

Bachelor'S Degree, Criminal Justice / Minors In Psychology And Religious Studies

Activities and Societies: Golden Key International Honor Society Phi Eta Sigma National Honor SocietyMagna Cum Laude, August 2002. Deans.

High School

Bs Criminal Justice & Minored In Pyschology & Religious Studies - Magna Cum Laude