Our Team
At WMS, financial planning is not delivered by one person alone, it is supported by a collaborative team structure designed to serve clients with care, consistency, and attention to detail.
Our team includes:
- Financial advisors and licensed professionals who guide planning and strategy
- Client relationship and service professionals who ensure responsiveness and continuity
- Operations and administrative specialists who support accuracy and efficiency
- Marketing and client experience professionals who enhance communication and education
This integrated approach allows us to focus on what matters most: you and your long-term financial confidence.
Anthony "Tony" Engrassia, ChFC®, LUTCF®, NSSA®, Certified Financial Fiduciary® (CF2®)
Holistic Financial Planner
252-451-0487
Tony is a Chartered Financial Consultant® (ChFC®), became a Certified Financial Fiduciary® (CF2®), and is a Life Underwriter Training Council Fellow® (LUTCF®). Specializing in retirement and income distribution...
Marie M. Engrassia
Director of Agency Operations
252-451-0487
As Director of Agency Operations for Wealth Management Strategies, Inc for over 20 years, she wears many hats. Those responsibilities include managing the financials, business strategies for continual growth, client management,...
Anthony J. Engrassia, NSSA®, Certified Financial Fiduciary® (CF2®)
Holistic Wealth Advisor
252-451-0487
Anthony J. Engrassia is an Investment Advisor Representative with Wealth Management Strategies, Inc., where he has been serving clients since 2017 after graduating from North Carolina State University. In his role, Anthony provides tailored
Zachary Leonard, NSSA®, Certified Financial Fiduciary® (CF2®)
Holistic Wealth Advisor
252-451-0487
Zachary Leonard is a dedicated financial planner with Wealth Management Strategies, where he serves clients from the firm's Morehead City office. A proud graduate of NC State University, Zachary....
Jessica Horne
Marketing & Client Experience Coordinator
252-451-0487
Jessica graduated in May 2019 with a bachelor’s degree in Business Administration and a Major in Marketing from the University of East Carolina. Her role at Wealth Management Strategies includes social media marketing, generating...
Angela Dunbar
Client Relationship Specialist
252-451-0487
Melisa Haccoun
New Business & Client Service Associate
252-451-0487
Work With a Team That Puts You First
Choosing Wealth Management Strategies, Inc. means gaining a team of professionals committed to your success.
Whether you are planning for retirement, navigating tax-related decisions, or seeking long-term guidance for yourself or your family, our team is here to support you every step of the way.
Schedule a Strategy Call today to learn how our collaborative approach can help you move forward with confidence.