Lee Ann Cosgrove

Self Employed

Role
Wealth Advisor at Beam Bga Wealth
Location
Covington, LA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Lee Ann Cosgrove

As an Independent Financial Advisor, I work with individuals and business owners who desire a professional relationship with an advisor who focuses on maximizing and preserving wealth. With over 25 years experience, I have developed trusted relationships with my clients and their families. Investment Advisory Services offered through BEAM Wealth Advisors, Inc, an SEC Registered Investment Advisory Firm.

Experience

  1. Wealth Advisor

    Beam Bga Wealth

    Oct 2012 — Present

Education

  • College for Financial Planning

    Accredited Asset Management Specialist

    2000

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Lee Ann Cosgrove — Wealth Advisor at Beam Bga Wealth in Covington, LA, US | Unifers