Magnolia Wealth Strategies
Magnolia Wealth Strategies offers a Skillbridge program for active service members transitioning to the financial services industry as Financial Planners. The program provides training, licensing, mentorship, and support to build a full‑scale financial planning practice, with all licensing costs covered.
Magnolia Wealth Strategies, LLC is a holistic personal and business financial guidance firm and General Agency of Massachusetts Mutual Life Insurance Company (MassMutual), offering a full range of financial solutions including wealth management, life insurance, retirement planning, employee benefits, and succession planning. They serve individuals, families, businesses, and organizations across Louisiana, Alabama, Mississippi, and the Florida Panhandle through a team of over 120 financial professionals at more than 40 locations. Their mission is to help clients secure their financial future and protect the ones they love.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Magnolia Wealth Strategies.
Magnolia Wealth Strategies didn’t post a salary, so this is our estimate from similar listings.
43% above the average for this role
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