I am an Agent with New York Life, a Financial Services Professional with NYLIFE Securities LLC, and a fiduciary Investment Adviser Representative with Eagle Strategies LLC, a registered investment adviser. Suite 300
Monroe, LA 71201
(318) 361 2402
If you haven't gotten around to....
- rolling over savings from an old job,
- knowing when you can retire,
- ensuring income continues if you can
't work due to illness or injury,
- forming a business succession plan,
- or, knowing exactly how your family will fare if you're suddenly gone...we should talk. If you don't yet have a plan, tell me about your goals, and we'll complete a plan to achieve those goals. In addition to being a Financial Adviser, 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. A Registered Representative, I offer investment 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. 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. 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. I am not licensed in all jurisdictions. No. 17003387
CA Insurance Lic. No. 4015940
