Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
ChFC®, Series 63
Experience Industry experience
26 years
Location
Lewisburg, TN 37091
Eagle Strategies (NY Life)
Enterprise
Andrew Hill is a financial advisor with Eagle Strategies (New York Life) in Lewisburg, Tennessee, holding the ChFC® and Series 63 designations. He has 26 years of experience in the industry, including roles with New York Life Insurance Company and NyLife Securities LLC since 2000. Hill also operates Pickens Hollow Financial Group LLC, through which he has established a local scholarship program for area high schools. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.
Based on Eagle Strategies (NY Life)
Based on Eagle Strategies (NY Life)
One-time seminar fees generally range from $35 to $200 per attendee
$0+: 0% to 1.25% (for Co-Advisory Program, fees to Eagle are negotiable and range from 0% to 1.25%) 0+: Up to 0.80% of plan assets or up to $100,000 flat amount (for Eagle Retirement Plan Consulting Program; fees are negotiable and may be tiered) 0+: 0.05% to 0.80% of plan assets or up to $100,000 flat amount (for ERISA Investment Manager Program; fees are negotiable and may be tiered) $0+: 0% to 1% of Accumulation Value (for New York Life Premier Advisory Variable Annuity; advisory fee payable to Eagle)
Fee-based hourly advice ranges from $100 to $400 per hour
Ongoing Subscription Agreement for financial plans with fees agreed for five years, payable annually, monthly or quarterly
Account minimum: $25,000 (for New York Life Premier Advisory Variable Annuity) with no minimums clearly stated for other programs; some third-party managers and co-advisers may have minimums, which can be waived or charged additional fees if below minimums Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan Fee-only: Financial planning fees ranging from $500 to $45,000 and fee-based hourly advice generally $100 to $400 per hour
Lewisburg, TN 113 1st Ave S
113 1st Ave S
Lewisburg TN 37091
Advisors at this office
2
Georgia · Tennessee
26 years of industry experience
Eagle Strategies (NY Life)
2018 - Present • 8 years
Lewisburg, TN
Pickens Hollow Financial Group LLC
2018 - Present • 8 years
Lewisburg, TN
NyLife Securities LLC
2000 - Present • 26 years
Suwanee, GA
New York Life Insurance Company
2000 - Present • 26 years
Atlanta, GA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Columbia, TN
Sterling Wealth Advisors, Inc.
Leah Jenkins is a financial advisor at Sterling Wealth Advisors, Inc. in Columbia, TN. She holds a Series 65 designation and has been with Sterling Wealth Advisors since 2008. Prior to that, she worked at Nashville Turf in 2017. Sterling Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a fee-only structure and uses a combination of fundamental and technical analysis to tailor portfolios primarily with no-load mutual funds, ETFs, bond funds, U.S. government securities, and cash equivalents.
CFP®, Series 65
Columbia, TN
KB Financial Advisors LLC
Joshua Loveall is a CFP® with 15 years of experience in the financial industry. He has been with KB Financial Advisors LLC since 2014. KB Financial Advisors serves individuals, high-net-worth clients, trusts, and estates by providing investment advisory services, financial planning, and related consulting. The firm offers discretionary portfolio management using fundamental analysis and includes annual tax-return preparation as part of its service packages.
Series 66
Columbia, TN
Sagespring Wealth Partners
Hannah Colbert is a financial advisor at SageSpring Wealth Partners with four years of industry experience. She holds a Series 66 designation and has previously worked with several firms including Raymond James Financial Services and Montgomery & Associates. Colbert currently supports the Swatzell Wealth Team in addition to her role at SageSpring. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets across a diverse client base that includes high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers personalized investment management, financial planning, and retirement plan consulting, employing a goals-based portfolio management approach that incorporates asset allocation, monitoring, and the use of various investment strategies.
Series 66
Columbia, TN
Sagespring Wealth Partners
George Swatzell is a financial advisor and partner at SageSpring Wealth Partners with 16 years of industry experience. He has worked at Raymond James Financial Services from 2014 to 2024 and has been with SageSpring Wealth Partners since 2014. Outside of advising, he is also licensed as an insurance agent, assisting clients with life, long-term care, and disability insurance. SageSpring Wealth Partners serves a diverse client base including individual households, institutional clients, and plan sponsors. The firm offers discretionary investment management and financial planning with customized portfolios that utilize a variety of asset types and leverage both fundamental and technical analysis.
CFP®, Series 66
Columbia, TN
Eversource Wealth Advisors, LLC
Andrew Varnedoe is a CFP® professional with six years of industry experience, currently serving as a financial advisor at EverSource Wealth Advisors, LLC. Prior to joining EverSource in 2024, he worked at Thrivent Financial and Thrivent Investment Management Inc. from 2020 to 2024. EverSource Wealth Advisors serves a diverse client base including individual, high-net-worth, and institutional clients. The firm offers wealth management, portfolio management, financial planning, and a range of support services for independent RIAs and advisor teams, utilizing multiple investment programs and a combination of proprietary and third-party strategies.
Series 66
Columbia, TN
Navy Federal Investment Services, LLC
Matthew Storey is a Series 66-licensed financial advisor with ten years of industry experience, currently with Navy Federal Investment Services, LLC. His prior roles include positions at Wells Fargo and Edward Jones before joining Navy Federal. He operates out of Columbia, Tennessee. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients. The firm offers financial planning, retirement-plan fiduciary services, and portfolio management through both advisory programs and brokerage channels, utilizing third-party portfolio managers on the Envestnet platform.
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