Audrey Sreshta
Licensed Agent at New York Life Insurance Company
- Role
- Financial Services Professional at NYLIFE Securities LLC
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Audrey Sreshta
They say life never gives you more than you can handle—but that doesn’t mean you have to face it alone. Now more than ever, having a team of knowledgeable and dedicated financial professionals by your side is essential. With their expertise and dedication to your success, they’ll support and guide you at every step. If you\'re ready to turn your personal and professional dreams into reality, the resources you need are right at your fingertips.As a DFW resident for over 20 years, including 11 years with New York Life, my team and I are prepared to leverage our experience to serve you. Outside of work, I love giving back to the community by getting involved in church activities, spending quality time with family and friends, traveling, and unwinding with my fur baby, Bo.I am proud to say I am an Agent with New York Life Insurance Company. Additionally, I am a Financial Services Professional through NYLIFE Securities, LLC (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. I am not licensed in all jurisdictions. CA Lic.#0L74•••••05 LBJ Freeway, Suite 1600Dallas, TX 75244Cell Number: 21••••••32Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.I look forward to working with you soon!
Experience
Financial Services Professional
Jul 2014 — Present · Dallas-Fort Worth, TX, US
I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
Education
Thunderbird School of Global Management
MBA
Skills
- Retirement
- Annuity Sales
- Licensed Life Insurance Agent
- Estate Planning
- Legacies
- Gifting Strategies
- Multi-Generational Wealth Transfer
- Protection Planning/Family Security
- Insurance
- Multi-Generational Planning
- Chfc
- Asset Protection
- Wealth Preservation Planning
- Small Business
- Key Person Protection
- Succession Planning
- 401k Rollovers
- Retirement Planning
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