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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What company does Marilee Lonergan work for?

Marilee Lonergan currently works at Lonergan Advisors LLC.

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Marilee Lonergan's primary industry can often be inferred from their work experience and skills listed on this profile.

Where is Marilee Lonergan located?

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

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