Angie Tassone

Director of Business Relationships


Years Client Relationship Experience


Clients Served


Client Transactions Processed

Angie Tassone thrives on helping others. “My primary goal is to make clients feel confident in knowing that their needs and wishes are not only heard but addressed promptly and efficiently.” She knows that when it comes to customer service, it’s not just about building relationships and optimizing workflow, but about building trust. Angie’s known in the financial services industry for her kindness, depth of knowledge, and responsiveness to clients across the country.

In her over 14 years in case management, Angie has handled over 3,000 client transactions and built over 300 relationships with business owners. Her specialty is walking clients through paperwork, whether it is a new account set-up, service request, or a complete overhaul due to a life-changing event, and making the process as seamless and painless as possible.

Often the first point of contact for Wealth Excel clients, Angie takes pride in getting to know each person so she can provide them with the exact support they need to build their wealth.

“Angie is a top professional who consistently demonstrates drive, determination, and precise attention to detail. She is proactive and accommodating and a true pleasure to work with.” Jim M. / Business Development Executive @ The MoneyShow & TradersEXPO

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