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To say that Angie Tassone thrives on helping others is truly an understatement. “My primary goal is to make clients feel confident in knowing that their needs and wishes are not only heard but addressed promptly and efficiently.” She knows that when it comes to customer service, it’s not just about building relationships and optimizing workflow, but about building trust. Angie’s known in the financial services industry for her kindness, depth of knowledge, and responsiveness to clients across the country. Her efficiency and dedication is second to none.

In her over 20 years of Business Relations, Angie has handled over 3,000 client transactions and built over 500 business relationships. . Her specialty is walking advisors, firms, and clients through our strategies as well as detailed account matters. Whether it is a question on our tax solutions, new account set-ups, service request, or a complete overhaul due to a life-changing event, making the process as seamless and painless as possible is where she excels. She is often the first point of contact for Wealth Excel. Angie takes pride in getting to know each person so she can provide them with the exact support they need to build their wealth.