registered representative at magnolia wealth strategies a mass mutual firm @ Magnolia Wealth Strategies, a MassMutual firm
Bossier City, Louisiana, United States
Brian Addy
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FlashIntel GPTBrian Addy is a highly experienced professional with 33.1 years of work experience in various insurance and financial services roles. He has a strong background in retirement planning, risk management, and investment management. Brian has worked with families and small business owners to provide custom benefits packages to help them achieve their goals. He has held positions at reputable companies such as Magnolia Wealth Strategies, MetLife, New England Financial, New York Life Insurance Company, Brookshire Grocery Company, and GE Insurance. Brian's expertise and dedication make him a valuable asset in the insurance industry.
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Emails and Phone Numbers
About
Working with Families and Small Business owners to provide a custom benefits package to help with their goals.
Work Experience
registered representative at magnolia wealth strategies a mass mutual firm
Financial Advisor
Financial Services
Brian Addy's Professional Milestones
- Assistant Manager (1990-11-01~2003-06-01): Implementing efficient procedures and systems to optimize productivity and enhance operational performance.
- Financial Advisor (2016-07-01~): Achieved successful financial deals, enhancing client satisfaction and driving financial growth.
Skill
Retirement
Disability Insurance
Insurance
Long Term Care Insurance
Risk Management
Retirement Planning
Health Insurance
Life Insurance
Investments
Employee Benefits
Risk Assessment
Group Policy
Small Business
Key Management
Estate Conservation Strategies
Business Conservation Strategies
Iras
Certification
Colleagues
Cy Olivier
Managing Director
Christina Bordelon
Managing Director
Todd Glazer
director of implementation at magnolia wealth strategies a massmutual firm
Robert Brune
Chief Operating Officer
Michael Scott Enos, CIC
managing director and financial advisor at magnolia wealth strategies a massmutual firm
Other Named Brian Addy
Frequently asked questions
We found 2 Brian Addy's email addresses
We found 6 Brian Addy's phone numbers
Brian Addy works for Magnolia Wealth Strategies, a MassMutual firm
Brian Addy's role in Magnolia Wealth Strategies, a MassMutual firm is registered representative at magnolia wealth strategies a mass mutual firm
Brian Addy works in the industry of Financial Services
Brian Addy's colleagues are Cy Olivier,Christina Bordelon,Todd Glazer
Brian Addy's latest job experience is registered representative at magnolia wealth strategies a mass mutual firm at Magnolia Wealth Strategies, a MassMutual firm
