Mitsy Mangum
Managing Director at Bison Wealth LLC
- Role
- Managing Director at Bison Wealth, Llc
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Mitsy Mangum
First and foremost our firm acts as a Fiduciary in all manners- 30 plus years of experience in the Financial Industry. 13 years as a NASDAQ market maker and 20 years advising clients, individuals and 401k plans-Properly Registered securities and insurance licenses -Equity and options Savvy-I also have extensive experience in lending with regards to Equity Loans and Concentrated Stock loans (Prepaid Forward or Equity Monetization strategies)-Very experienced in analyzing all cost involved in Retirement plans and Defined Benifit plans. I am highly competitive and like to do the best job I can for my clients, friends and myself. I enjoy making peoples lives better for knowing me and my work. When handling peoples money I do my BEST to listen to what their goals are.not mine.
Experience
Managing Director
Sep 2015 — Present · Atlanta, GA, US
We have been acquired and rebranded. Financial Advisor with 35 plus years in the financial industry. I assist clients in planning for their retirement as well as sustaining their lifestyle in retirement. I have a background as a NASDAQ trader therefore giving me an extensive knowlege of the equity and options markets. I joined Lakeview because it is a boutique wealth management firm and the majority of the firms business is fee based or advisory based.
Education
Brookland Cayce HS
High School, General Studies
1979 — 1982
College of Charleston
Bachelor of Science (BS), Accounting and Business/Management
1982 — 1986
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