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Dania T

Series 63

Baton Rouge, LA

Ethos Financial Group, LLC

Dania Tanguis is a financial advisor with Ethos Financial Group, LLC in Baton Rouge, LA, holding a Series 63 designation and 34 years of industry experience. Her prior roles include positions at Mercap Securities, Almanack Investment Partners, Peters Wealth Advisors, and Dominion Investor Services. In addition to her advisory work, she is licensed as an insurance agent and sells a range of insurance products including life and long-term care insurance. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, providing investment management, financial and estate planning, insurance recommendations, and consulting services. The firm employs model portfolios and a Core Allocation strategy focused on diversified, risk-conscious index-based exposures, supplemented by third-party research and optional tax overlay management.

Private / alternative investments Options & derivatives strategies Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner Retired Executive HENRY (High Earners, Not Rich Yet)
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Meagan S

Series 65

Baton Rouge, LA

Ethos Financial Group, LLC

Meagan Shields is a financial advisor at Ethos Financial Group, LLC with four years of industry experience. She holds a Series 65 credential and previously worked at Peters Wealth Advisors, Llc and Louisiana Workers Compensation Corporation. Ethos Financial Group serves individuals, trusts, estates, state and municipal entities, and charitable organizations with investment management and financial planning services. The firm employs model portfolios and a Core Allocation approach focusing on diversified, risk-conscious investments through various vehicles, supplemented by third-party research and operational AI tools.

Private / alternative investments Options & derivatives strategies Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner Retired Executive HENRY (High Earners, Not Rich Yet)
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