Alex Dalton, Financial Advisor with Eagle Strategies, LLC

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Knoxville, TN
Alex Dalton, Financial Advisor with Eagle Strategies, LLC

Financial Adviser offering investment advisory services through Eagle Strategies LLC. I am not licensed in all jurisdictions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Adviser offering investment advisory services thro

ugh Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

265 Brookview Centre Way, Knoxville, TN 37919, (865) 523-0741

Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of
the experience of other customers. These testimonials are no guarantee of future performance or
success.

10/13/2025

Like a crew team powering through rough waters, smart investing takes rhythm, focus, and avoiding knee-jerk moves. Stay aligned with your long-term goals and keep moving forward. Explore strategies to help you stay on course.
https://bit.ly/472BC8r

10/07/2025

Looking to grow your business through real, meaningful referrals?

Our local networking group in the Bearden area meets every Tuesday morning from 7:30–9:00 AM, and we currently have a few key seats open for professionals who want to connect, collaborate, and build business through trusted relationships — not cold leads.

We’re specifically looking for:
👉 A P&C Insurance Agent
👉 A CPA / Tax Professional
👉 A Business Banker
👉 A Medicare Specialist
👉 An Employee Benefits Consultant
👉 An Estate Planning Attorney
👉 A Life / Disability Insurnace Agent

If you or someone you know fits one of these roles — and you value consistent referrals, strong local connections, and genuine professional growth — I’d love to have you join us one Tuesday morning to check it out.

📍 Bearden area
🕢 Tuesdays | 7:30–9:00 AM
Send me a quick message if you’d like an invite or more details — we’d love to meet you!

10/06/2025

Just like the fall season reminds us to prepare for colder days ahead, it’s the perfect time to check in on your financial goals. Whether you're saving for a big milestone or just want to feel more confident about your future, a solid strategy can make all the difference.
Let’s make sure your finances are ready for whatever the season brings — reach out today to start the conversation!

10/03/2025

Money doesn’t have to come between you. It can bring you closer.

For many couples, talking about finances is tough. Different goals, priorities, and perspectives can make it hard to feel like you’re on the same page.

That’s where a financial plan helps. It gives you a way to talk openly, make decisions together, and feel more confident about the future you’re building.

To see how planning today, not “someday,” can make your goals clearer and your relationship stronger, watch this video, Plan Together, Grow Together.
https://bcove.video/4psC3Bd

08/25/2025

A living will dictates how you want to live and die when you can’t make those decisions for yourself. It gives guidance to your doctors and health care caregivers, provides clarity and closure to your loved ones, and prevents disagreements among family members. Read more about this very important document here.
https://bit.ly/4fP59Xc

08/21/2025

The emotional and financial toll of caring for a loved one sometimes means you will have to reevaluate your own long-term care plans. But it doesn’t have to be that way. There are strategies and resources to help you cope, lessen the load on others, and still make plans for your own care in the future. Learn more in this very informative article from AARP.
https://bit.ly/41eGW6F

07/08/2025

Concerned about falling short on your goals in retirement? Learn about strategies you can employ now to help avoid a "retirement gap."

05/09/2025

Learn more about what’s currently shaping the markets. Read this quarter’s edition of The Eagle Edge here.
https://bit.ly/4m3GbpH

05/07/2025

Financial planning is about more than just saving for retirement - it's about having a solid plan to protect, invest, grow, and share your wealth. https://bcove.video/3IkDE7T

05/05/2025

Are you planning for your financial future? Selecting the investment solution that’s right for you can be overwhelming.
https://bcove.video/46fNemA

04/02/2025

If volatile markets have you feeling uneasy, it’s time to create or revisit a comprehensive financial plan that addresses a range of market conditions.
https://bcove.video/48CfyQL

03/27/2025

If you have a child, grandchild, or other loved one whose future you wish to support, help them with education costs. Start planning today.

Address

265 Brookview Centre Way Suite #102
Knoxville, TN
37919

Website

https://www.newyorklife.com/agent/acdalton

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