skip to main content
Main Menu
Demarie Wealth Strategies Group Logo
  • Who We Are
    • Our Team
    • Strategic Resources
  • How We Help
    • Our Proprietary Process
    • Why Work With Us?
    • Paths of Engagement
    • Services and Expertise
  • Client Education
    • Nautilus Blog
    • Video Library
    • Guideposts
    • Life Plan Strategies for Your Business
    • Navigating Income Tax
  • Client Login

Tricia Babb, RSA

Image Placeholder

Tricia Babb, RSA


Director of Operations

Expertise

Tricia fulfills many roles in the practice, from coordinating schedules and setting appointments to inputting applications and following up with clients. With more than 35 years on the team, she has an in-depth understanding of the business, and she is highly skilled at anticipating the needs of both clients and team members. She focuses on serving others, asking herself constantly, “What does this client need and how can I help them meet their objectives?” and “What can I do to help our business succeed today?” She takes ownership of whatever she’s doing, even if it’s as simple as filing an application or phoning a client when she promised to.

Leadership Approach

Tricia is a leader who excels at helping others to empower themselves. She loves guiding clients through the onboarding and implementation processes, making things as simple and stress-free as possible for them. She can take a complicated process and break it down, helping people find much-needed answers and solutions to problems. She is a skilled troubleshooter, and with her organizational prowess and attention to detail, she makes sure every task is done on time and with excellence.

Licenses

  • Registered Service Assistant (RSA)

  • Series 6

  • Series 63

  • Life and Health

Personal Life

Tricia was born in Saudi Arabia when her father (a chemical engineer troubleshooter) was working for Aramco. She moved to the States when she was one and has lived in Chicago, Indiana, Ohio, and western New York, where she spent much of her childhood. She moved to Louisiana in 1985 and today lives in a small town just north of New Orleans. She enjoys spending time with her dog Abby (aka Sassypants Mouthy Mouth), a Boykin Spaniel who loves long walks at dawn and dusk and playing in the yard. Tricia also enjoys quality time playing board games with her son Frank.

Hobbies

Tricia loves being active and spending time outdoors—her hobbies include hiking, whitewater canoeing, kickboxing, and weight training (and of course, long walks with Abby!). She and her sisters take yearly vacations together, typically somewhere cold to enjoy the snow. When she’s inside, Tricia likes to knit, crochet, or paint. She also enjoys visiting museums.

PJ Demarie's headshot

Interested in our services? We'd love to talk.


We're honored that most of our clients come to us by referrals from those we serve. If you or someone you love would benefit from our financial guidance, please don't hesitate to contact us.

Contact Us

“EXCELLENCE isn't always easy, but it's always EXCELLENT.”
- PJ Demarie III -

Get in Touch


Office: (985) 674-3744
pdemarie@ft.newyorklife.com

Demarie Wealth Strategies Group white logo
Linkedin

Our Location


634 Village Lane North, Suite 201
Mandeville, LA 70471

Disclosure

Philbert Demarie 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 AL, AR (AR Insurance License #W/CLB1212720), AZ, CA (CA Insurance License #704818), CO, DC, FL, GA, KS, KY, LA, MD, MN, MS, NC, NV, NY, OH, OK, TN, TX, UT, and VA. No insurance business may be conducted outside the states referenced.

Philbert Demarie 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, 634 Village Ln N Ste 201, Mandeville, LA, 70471, 985-674-3744. In this regard, this communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, DC, FL, GA, KS, KY, LA, MS, NV, TN, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Philbert Demarie 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 AL, AR, AZ, CA, CO, DC, FL, GA, KS, KY, LA, MS, NV, TN, TX, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
New York Life Insurance

Connect on Social

Linkedin
  • Who We Are
    • Our Team
    • Strategic Resources
  • How We Help
    • Our Proprietary Process
    • Why Work With Us?
    • Paths of Engagement
    • Services and Expertise
  • Client Education
    • Nautilus Blog
    • Video Library
    • Guideposts
    • Life Plan Strategies for Your Business
    • Navigating Income Tax
  • Client Login
  • Get In Touch

Copyright . New York Life Insurance Company. All Rights Reserved.

Privacy Policy

NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

Your Privacy Choices