Angela Wolfe AAMS^®

MY PROFESSIONAL APPROACH

As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.

My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your income needs now and during retirement? Are you transitioning your wealth to the next generation?

As we discuss these issues, we’ll work side-by-side to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.

MY BACKGROUND

Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2016 as a financial advisor and facilitated the opening of our Gulfport, MS, office. I began my financial services career in 1986, and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.

Outside of work I enjoy spending time with my daughter, Briana. Living on the Mississippi coast, I like to boat, fish and spend time on the water. In addition, I enjoy cooking, exercising, gardening, and watching sports.

AREAS OF CONCENTRATION

• Asset Allocation
• Education Planning Strategies
• Estate Planning Strategies
• Financial Planning Strategies
• Investment Strategies
• Retirement Planning Strategies
• Wealth Management

CREDENTIALS

• ACCREDITED ASSET MANAGEMENT SPECIALIST^SM professional (AAMS®), 2008

My Community Activities

• Gulf Coast Center for Non-Violence, Board Member
• United MSD Foundation, Board Member
• Rotary Club of Ocean Springs, Past President