Marilee Lonergan

Tulsa, OK, US

Marilee Lonergan Work

Founder and Wealth Advisor @ Lonergan Advisors LLC

Present

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

Present

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

Present

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 Strategies

Investment Services and Planning

Business Succession Planning

401(k) Distribution Planning

Tax-deferred Investment Planning

Insurance Strategies

Executive Benefits Planning

Wealth Preservation Strategies

Hospitals

Financial Reporting

+4 more

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Marilee Lonergan is based in or around Tulsa, OK, US.

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