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Strategies for Wealth – Roxana McKinney


120 Broadway, 37th Floor
New York, NY 10271
T   (212) 701-7977     F   (800) 848-2048

 Education and Training:

– Beijing University ’00

– University of Texas at Austin ’04

Specialized Services Offered: 

– Life and Health Licensed      – Investments, Mutual Funds and Annuities

Community, Charitable or Professional Organizations/Associations:

– Sponsors for Educational Opportunity – Career Program Alumnae ’03 and Mentor

Team in Training – St. Anthony’s Triathlon, New York City Triathlon and New York City Half Marathon

– Half the Sky Foundation

– Texas Exes Alumni Association

– Association Lation Professionals in Finance and Accounting

Community, Charitable or Professional Organizations/Associations:

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Sponsors for Educational Opportunity – Career Program Alumnae ’03 and Mentor

– Team in Training – St. Anthony’s Triathlon, New York City Triathlon and New York City Half Marathon
– Half the Sky Foundation
– Texas Exes Alumni Association
– Association Lation Professionals in Finance and Accounting

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Products & Services
Building Economic Confidence >
Business and Estate Planning >
Risk Management Analysis >
Executive Compensation >
Employee Benefits >
Corporate Retirement Services >
Business Succession Planning* >
Life Insurance >
Investments >
Corporate Financial Education Program >

 

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