Marilee Lonergan

Marilee Lonergan Work

Founder and Wealth Advisor

@ Lonergan Advisors LLC

CERTIFIED FINANCIAL PLANNER™ Professional. President, Lonergan Advisors, LLC.

@ Equitable Advisors

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CERTIFIED FINANCIAL PLANNER™ Professional. President, Lonergan Advisors, LLC.

@ AXA Advisors, LLC

Marilee Lonergan Education

1985 - 1987 Master of Science (MS) in Biology, General

Oklahoma State University
1980 - 1983 Bachelor of Science (BS) in Biology/Pre-Med

University of Tulsa
Master of Science - MS

Oklahoma State University

Marilee Lonergan Skills

Retirement Planning StrategiesInvestment Services and PlanningBusiness Succession Planning401(k) Distribution PlanningTax-deferred Investment PlanningInsurance StrategiesExecutive Benefits PlanningWealth Preservation StrategiesHospitalsFinancial ReportingLeadership401k Distribution PlanningTax Deferred Investment Planning401 Distribution Planning

Marilee Lonergan Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

Phone+● ●●● ●●● ●●●●

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Marilee Lonergan currently works at Lonergan Advisors LLC as Marilee Lonergan - Founder and Wealth Advisor at Lonergan Advisors LLC.

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