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Ashley Nagy

Director of Client Service and Operations at LifePlan Group

  • LinkedIn

Email Email: a****@duke.edu

phone noPhone Number: (***)-***-****

I'm the Director of Client Experience at LifePlan Group, a family-owned business and independent financial advisory firm in the Triangle. After 15+y of experience working in higher educat...

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LIFEPLAN GROUP

LIFEPLAN GROUP

  • description Description
    We are financial advisors helping our clients make wise financial decisions. We specialize in Wealth Management, Retirement Income Planning, Tax Planning, and Estate Planning. Our goal is to ...

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  • Employees count Employees 1-10
  • Revenue Revenue 1 Million to 5 Million
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LifePlan Group Org Chart and Mapping

Employees

Ken Sutherland

Founder and Investment Advisor

Alex Sutherland

President; Investment Advisor

Ashley Nagy

Director of Client Service and Operations

Allison Couzens

Director of Client Relations

Frequently Asked Questions Regarding Ashley Nagy

Answer: Ashley Nagy works for LifePlan Group as Director of Client Service and Operations

Answer: Ashley Nagy’s role in LifePlan Group is Director of Client Service and Operations

Answer: Ashley Nagy's email address is a***@gmail.com

Answer: Ashley Nagy's business email address is a****@duke.edu

Answer: Ashley Nagy’s direct phone number is (***)-***-****

Answer: Ashley Nagy works in the industry of: Financial Services

Answer: Ashley Nagy is the current Director of Client Service and Operations at LifePlan Group.... Read More

Answer: Ashley Nagy works LifePlan Group located at 8341 Bandford Way Ste 107, Raleigh, North Carolina, 27615, United States

Answer: LifePlan Group's Director of Client Service and Operations is Ashley Nagy

Answer: Ashley Nagy contact details:

  • Phone number  :  (***)-***-****
  • Email  :  a****@duke.edu

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