Angelina Mccarthy Bryan, Mba Email and Phone Number
Angelina Mccarthy Bryan, Mba work email
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Angelina Mccarthy Bryan, Mba personal email
I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. 8075 Leesburg Pike, Suite 400, Vienna, VA 22182 (703) 610-4066.Neither Envision Financial Wealth, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.I am not licensed in all jurisdictions. Required Notification: Arkansas (insurance license #9541909), California (insurance license #4138694). Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.Envision Financial Wealth, LLC is not owned or operated by New York Life Insurance Company or its affiliates.
Nylife Securities Llc
View- Website:
- nylifesecurities.com
- Employees:
- 3416
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Founder & PrincipalEnvision Financial Wealth, Llc Jan 2024 - PresentI 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.
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Financial Services ProfessionalNylife Securities Llc Aug 2012 - PresentGreater Washington AreaI 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.
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Licensed AgentNew York Life Insurance Company Jan 2011 - PresentGreater Washington AreaI 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). -
Assistant Vice President, Licensed Branch ManagerSuntrust Bank Nov 2003 - Dec 2010Alexandria, VirginiaMy 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.
Angelina Mccarthy Bryan, Mba Skills
Angelina Mccarthy Bryan, Mba Education Details
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Business Administration And Management -
Criminal Justice / Minors In Psychology And Religious Studies -
Bishop Dennis J O'ConnellHigh School -
Virginia Commonwealth UniversityBs Criminal Justice & Minored In Pyschology & Religious Studies - Magna Cum Laude
Frequently Asked Questions about Angelina Mccarthy Bryan, Mba
What company does Angelina Mccarthy Bryan, Mba work for?
Angelina Mccarthy Bryan, Mba works for Nylife Securities Llc
What is Angelina Mccarthy Bryan, Mba's role at the current company?
Angelina Mccarthy Bryan, Mba's current role is Founder, Principal & Financial Services Professional helping families, high-net worth individuals & professionals achieve financial freedom..
What is Angelina Mccarthy Bryan, Mba's email address?
Angelina Mccarthy Bryan, Mba's email address is an****@****ies.com
What schools did Angelina Mccarthy Bryan, Mba attend?
Angelina Mccarthy Bryan, Mba attended Marymount University, Virginia Commonwealth University, Bishop Dennis J O'connell, Virginia Commonwealth University.
What are some of Angelina Mccarthy Bryan, Mba's interests?
Angelina Mccarthy Bryan, Mba has interest in Comedy, Children, Shopping (Clothes And Shoes), Dancing, Jazz, Modern And Tap, Movies.
What skills is Angelina Mccarthy Bryan, Mba known for?
Angelina Mccarthy Bryan, Mba has skills like 401k Rollovers, Account Management, Annuity Sales, Asset Protection, Business Insurance Planning, Business Networking, Business Succession Planning, Communication, Creative Problem Solving, Customer Relations, Customer Retention, Customer Satisfaction.
Who are Angelina Mccarthy Bryan, Mba's colleagues?
Angelina Mccarthy Bryan, Mba's colleagues are Michelle Estevez, Jim Militello, Allie Marcus, Atta Panyin Young, Evan Mannello, Cassandra Hendricks, Yen Huynh.
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