Roxanne (Roxie) Storey has been in the financial services industry over 15 years, working one-on-one with individuals, as well as with small-mid size business owners and executive management teams. Prior to joining TMH, Roxie was a financial advisor with Mass Mutual, then Romero & Levin Wealth Management, enabling her to advise TMH’s individual and corporate clients on executive retention, estate planning, asset protection, employee benefits, and retirement income. Roxie holds a BA degree, Series 7 and 66 securities registrations, and is a licensed Life, Health, Disability, Variable Annuity and Long Term Care insurance agent. She also holds a Chartered Retirement Plans Specialist℠ (CRPS®) professional designation, awarded by the College for Financial Planning.
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