


Magnolia Wealth Strategies, a MassMutual firm
Financial Services • Metairie, Louisiana, United States • 51-100 Employees
Company overview
| Headquarters | 3838 N Causeway Boulevard, Suite 3400, Metairie, LA 70002-8194, US |
| Phone number | +12054404624 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Personal Planning, Special Needs Planning, Business Planning, Insurance, Financial Planning, Retirement |
| Employees | 51-100 |
| Socials |
Key Contacts at Magnolia Wealth Strategies, a MassMutual firm
Sonja Vallillo
Director Of Recruiting
Todd Glazer
Director Of Implementation
Michael Scott Enos
Managing Director And Registered Representative At Magnolia Wealth Strategies, A Massmutual Firm
Christina Gonzalez
Managing Director
Rick Zachry
Managing Director
Magnolia Wealth Strategies, a MassMutual firm Email Formats
Magnolia Wealth Strategies, a MassMutual firm uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@financialguide.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@financialguide.com | 100% |
About Magnolia Wealth Strategies, a MassMutual firm
Magnolia Wealth Strategies is a holistic personal and business financial guidance firm offering a full-range of financial solutions serving the needs of individuals, families, and businesses. Our main purpose is to help people secure their future and protect the ones they love. We also strive to serve the communities where we live and work. Everything we do is driven by our desire to build and maintain deep, meaningful relationships and make a difference in people’s lives. As one of the oldest firms in the southeast, Magnolia Wealth Strategies diverse team of over 120 financial professionals has the experience and knowledge to understand your unique situation and provide you with solutions to help you prepare for your future. Together, we can help you reach your goals. _____ Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies. Securities, investment advisory, and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.sipc.org. 3838 N Causeway Blvd., Suite 3400, Metairie, LA 70002. 504-613-2000.
Magnolia Wealth Strategies, a MassMutual firm revenue & valuation
| Annual revenue | $3,500,000 |
| Revenue per employee | $41,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $11,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Magnolia Wealth Strategies, a MassMutual firm has 60 employees across 5 departments.
Departments
Number of employees
Funding Data
Magnolia Wealth Strategies, a MassMutual firm has never raised funding before.
Magnolia Wealth Strategies, a MassMutual firm Tech Stack
Discover the technologies and tools that power Magnolia Wealth Strategies, a MassMutual firm's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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