Graham Pettis, Wealth Advisor with Eagle Strategies LLC

Graham Pettis, Wealth Advisor with Eagle Strategies LLC Agent licensed to sell insurance through New York Life Insurance Company. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

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 Wealth Advisor offering investment advisory services through

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. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. 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.

495 North Keller Rd., Suite 150
Maitland, FL 32751
407-474-5931 (cell)

Insurance License # W712323

When deciding where to live, income tax savings are just part of the equation. Housing, everyday expenses, and other lev...
06/12/2026

When deciding where to live, income tax savings are just part of the equation. Housing, everyday expenses, and other levies determine your true cost.

Your odds of getting your health care provider to lower your bill are higher if you act fast, communicate clearly and do...
06/11/2026

Your odds of getting your health care provider to lower your bill are higher if you act fast, communicate clearly and do your research before the negotiation.

In this week's Ask the Editor Q&A, Joy Taylor answers questions on available tax breaks for retirees with a side hustle.
06/09/2026

In this week's Ask the Editor Q&A, Joy Taylor answers questions on available tax breaks for retirees with a side hustle.

In this week's Ask the Editor Q&A, Joy Taylor answers four questions on available tax breaks for retirees with a side hustle.

Who better to ask about retirement regrets than millionaires who've been there, done that? Here's what they wish they kn...
06/08/2026

Who better to ask about retirement regrets than millionaires who've been there, done that? Here's what they wish they knew before entering their golden years.

Driven by a recent spike in fuel and food prices, the 2027 Social Security COLA forecast has jumped to 3.9% — a signific...
06/05/2026

Driven by a recent spike in fuel and food prices, the 2027 Social Security COLA forecast has jumped to 3.9% — a significant increase over the 2026 raise of 2.8%.

Driven by a recent spike in fuel and food prices, the 2027 Social Security COLA forecast has jumped to 3.9% — a significant increase over the 2026 rate of 2.8%.

Thinking of unretiring? Before you decide to return to work, make sure you know the answers to these critical questions.
06/03/2026

Thinking of unretiring? Before you decide to return to work, make sure you know the answers to these critical questions.

If you've made a large capital gain from selling a property and want to do a 1031 exchange, you might want to pause and ...
06/02/2026

If you've made a large capital gain from selling a property and want to do a 1031 exchange, you might want to pause and consider how that will affect your portfolio in the long term.

If you're considering a 1031 exchange after making a large capital gain from selling a property, stop and ask how it will affect your portfolio in the long term.

06/01/2026

Great players don’t get there alone. Behind every player on the world stage is someone who believed in them, challenged them, and helped them grow.

The Assist shares the stories behind U.S. Men’s National Team players Tyler Adams, Tim Ream, and Matt Turner — and the coaches and mentors who shaped their journey.

I hope you’ll take a few minutes to watch these stories. And if you’d like to talk about your own goals, I’d be happy to connect.

Watch the series here:
https://bit.ly/4cSyoZx

A closer look at the net-worth benchmarks, habits and long-term strategies that define top-tier wealth.
05/29/2026

A closer look at the net-worth benchmarks, habits and long-term strategies that define top-tier wealth.

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495 N Keller Road
Maitland, FL
32751

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