Mary Anne Leichliter-Rice

Having over 20 years in the financial services industry, Mary Anne offers unbiased fee-based financial planning advice and investment advisory services through Eagle Strategies, LLC, an independently operated affiliate of New York Life.

The key to achieving your long-term financial objectives is PLANNING. Your goal spectrum may range from funding your children’s college education, protecting your family during your working years, investing in your established business (or starting a new business venture!), supporting your favorite charitable organization, guaranteeing your own retirement security, or ALL OF THE ABOVE. RESUME, Mary Anne Leichliter-Rice, MBA, LUTCF®, CLTC®, FSCP® A long-time resident of the adorable town of Garner, Mary Anne opened her "doors" for business with Edward Jones Investments in May 2009 and soon discovered the transaction-focused environment did not match her values and investment philosophy. In February 2010, Mary Anne transitioned her financial services practice to broker-dealer NYLIFE Securities, LLC, and a year later expanded client offerings to include Eagle Strategies, LLC (fee-based wealth management and fee-based financial planning). Bringing over 15 years of experience in life, long-term care/disability, and wealth management (FINRA Series 7 and 66 exams completed in July 2009), Mary Anne has spent over twenty years in applying financial planning methodologies. Twelve of those years was spent at IBM in Global Services HQ Finance & Planning managing $50M to $100 million dollar expense budgets. Earning a Bachelor’s of Business Administration with a concentration in Accounting from the University of Texas at Austin in 1995, Mary Anne's strong financial foundation has helped her evolve into a financial compass for her clients. Additionally, while employed as a full-time IBM financial analyst, (and single-parenting a pre-teen daughter), she completed her MBA at AACSB-accredited Meredith College in May 2007 - 3.64 GPA. Community Service: Mary Anne is passionate about supporting her community and volunteers for several non-profits in the Raleigh area: Note in the Pocket, Comfort Zone Camp, Garner Woman's Club, Pretty in Pink Foundation, and Habitat for Humanity. Served as a Student Leadership Ambassador Advisor for Note in the Pocket, July 2019-July 2020. Served as a volunteer board member for North Carolina Comfort Zone Camp, November 2013-September 2019. Selected as a panel guest at North Carolina Association of CPA's - Making Cents, a Financial Literacy Program in 2013. Co-facilitated an AFWA "Money Matters" financial literacy workshop for Meredith College juniors in the Fall Semester of 2011. Active in the Raleigh AFWA (Accounting & Financial Women's Alliance) chapter (volunteer board member and committee member) from 2011-2014. Joined the NAWBO (National Association of Women Business Owners - Greater Raleigh Chapter) board of directors in 2012 and led the corporate relations committee during that time. Active member from 2011-2015. Awards & Honors: NAIFA Quality Award Recipient - 2014 and 2016: http://www.naifa.org/membership/awards/quality-award Million Dollar Roundtable Qualifier in 2012, 2017, 2020, 2021, 2022, 2023, and 2024: https://www.mdrt.org/ My Carolina Today Guest - aired February 29, 2012. Dave Ramsey SmartVestor Pro, February 2017-2020 +MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance. Designations LUTCF®: https://www.finra.org/investors/professional-designations/lutcf CLTC®: https://www.finra.org/investors/professional-designations/cltc FSCP®: https://www.finra.org/investors/professional-designations/fscp Disclosure Mary Anne Leichliter-Rice is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0L10356), CO, FL, GA, KY, MA, MD, MN, NC, NV, NY, OH, OR, PA, RI, SC, TX, VA, and WA. No insurance business may be conducted outside the states referenced. Mary Anne Leichliter-Rice is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 4140 Parklake Ave Ste 450, Raleigh, NC, 27612, 919-785-7112. In this regard, this communication is strictly intended for individuals residing in the states of CO, MD, MN, NC, NY, and TX. No offers may be made or accepted from any resident outside the specific states referenced. Mary Anne Leichliter-Rice is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CO, MD, MN, NC, and NY. As such, these services are strictly intended for individuals residing in the states referenced. The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry. TRIANGLE WEALTHCARE LLC is not owned or operated by NYLIFE Securities LLC or its affiliates. Neither TRIANGLE WEALTHCARE LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.