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Eagle Strategies, LLC (New York Life Company) Employee Directory

Investment ManagementUnited States51-200 Employees

Eagle Strategies, LLC, a New York Life Company, operates in the investment management sector in the United States. It develops customized financial solutions designed to remain flexible as markets, tax laws, and personal circumstances change. Its services cover investments, asset allocation, and protection of earnings, alongside other insurance needs, delivered via the Lifetime Wealth Portfolios wealth management platform and a holistic financial planning program.

The company engages with associated advisers to help clients take control of their financial lives and pursue durable strength, stability, and growth. In May 2024, Eagle Strategies was named to a list recognizing top defined-contribution advisor multi-office firms for 2024, reflecting its standing within the defined-contribution advisory space.

Find Eagle Strategies, LLC (New York Life Company) employees' phone numbers or email addresses

Eagle Strategies, LLC (New York Life Company) Global Highlights

Location
Employees

North America
244

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  • United States Of America
    244

Asia
1

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  • Pakistan
    1

Europe
1

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  • Italy
    1

Eagle Strategies, LLC (New York Life Company)'s Leadership

  • Stylized image of a person
    D. W.
    Chief Executive Officer
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  • Stylized image of a person
    D. S.
    Owner
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  • Stylized image of a person
    C. H.
    Office Manager
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  • Stylized image of a person
    A. O.
    Licensed Agent
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  • Stylized image of a person
    K. S.
    Financial Advisor
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  • Stylized image of a person
    K. S.
    Financial Advisor
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  • Stylized image of a person
    L. C.
    Practice Management Consultant
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  • Stylized image of a person
    L. B. C.
    Financial Advisor
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Eagle Strategies, LLC (New York Life Company) Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Administrative
  • Accounting
  • Analytics
  • Arts & Design
  • Other
  • Community & Social Services
  • Consultant
  • Finance

Contact profiles from Eagle Strategies, LLC (New York Life Company)

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    L. S. Y.
    Financial Planner And Investment Advisor Representative
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    Apr 06, 2023
  • Stylized image of a person
    L. S. P.
    Financial Advisor
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    Apr 06, 2023
  • Stylized image of a person
    M. K.
    Communications Consultant
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    Oct 23, 2024
  • Stylized image of a person
    R. D.
    Agent
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    W. H.
    Licensed Agent
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    Jul 09, 2024
  • Stylized image of a person
    W. P. P.
    Certified Financial Planner
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    May 01, 2024
  • Stylized image of a person
    J. M.
    Lead Generation | Marketing Strategy | Business Strategy | Business Consultant | Increased Profits
    Phone icon
    Jun 28, 2026
  • Stylized image of a person
    L. M. J. S.
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    N. J.
    Phone icon
    Apr 25, 2024

Frequently Asked Questions

What is Eagle Strategies, LLC (New York Life Company) known for?

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Eagle Strategies, LLC (New York Life Company) operates in the Investment Management industry. Explore Eagle Strategies, LLC (New York Life Company)'s company overview page for more information.

What is Eagle Strategies, LLC (New York Life Company)'s most common email format?

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Eagle Strategies, LLC (New York Life Company) employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Eagle Strategies, LLC (New York Life Company) email formats with LeadIQ.

How many employees does Eagle Strategies, LLC (New York Life Company) have currently?

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Eagle Strategies, LLC (New York Life Company) has approximately 59 employees as of July 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Eagle Strategies, LLC (New York Life Company)'s key employees and leadership?

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As of July 2026, Eagle Strategies, LLC (New York Life Company)'s key employees include:

  • Chief Executive Officer: D. W.
  • Owner: D. S.
  • Office Manager: C. H.
  • Licensed Agent: A. O.
  • Financial Advisor: K. S.

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