Broker Check
Our Team

Our Team

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Anthony "Tony" Engrassia, ChFC®, LUTCF®, NSSA®, Certified Financial Fiduciary®

Financial Planner

252-451-0488

252-451-0487

tony@wmsnc.com

Tony is a Chartered Financial Consultant® (ChFC®), became a Certified Financial Fiduciary® (CFF), and is a Life Underwriter Training Council Fellow® (LUTCF®). Specializing in retirement and income distribution...

Read more

Marie M. Engrassia

Director of Agency Operations

252-451-0488

252-451-0487

marie@wmsnc.com

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,...
Read more

Anthony J. Engrassia, NSSA®, NAMSMAP, Certified Financial Fiduciary®

Holistic Planner

252-451-0488

252-451-0487

anthony@wmsnc.com

Anthony began his career with Wealth Management Strategies, Inc. in 2017 after graduating from North Carolina State University. As an associate advisor, Anthony performs risk analysis to mitigate and manage risks while also preparing...

Read more

Zachary Leonard, NSSA®, Certified Financial Fiduciary®

Financial Planner

252-451-0488

252-451-0487

zach@wmsnc.com

Zachary Leonard is a financial planner with Wealth Management Strategies serving clients in the Morehead City Office. He is a graduate of NC State University with a Bachelor of Science in Accounting.Zachary holds the following...
Read more

Carolyn Jackson

Client Relationship Specialist

252-451-0488

252-451-0487

carolyn@wmsnc.com

Carolyn began her career with Wealth Management Strategies, Inc. in March 2019 after 25 years with Mutual of Omaha as an office supervisor. Carolyn will be the first person you speak to when you call our office. She sets up the...
Read more

Jessica Horne

Marketing Coordinator

252-451-0488

252-451-0487

jessica@wmsnc.com

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...

Read more

Have a Question?

Thank you!
Oops!