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Rodney Dewitt Gillespie Jr.

Advisor at Eagle Strategies (NY Life) — Tazewell, VA

Updated today

Credentials

Series 65, Series 66

Experience

7 years

Location

Tazewell, VA 24651

Eagle Strategies (NY Life) logo

Eagle Strategies (NY Life)

Enterprise

Total advisors

2,519

Across 964 offices

Clients per advisor

53 Typical

Avg AUM per client

$235,446 Low

HNW client ratio

20% Typical

About

Rodney Gillespie Jr. is a financial advisor with Eagle Strategies, affiliated with New York Life, holding Series 65 and Series 66 credentials and seven years of industry experience. He has worked at multiple related firms since 2019 and previously spent 27 years in education with Tazewell County Public Schools. Outside of finance, he serves as Chairman of the Board for Southwest Virginia Community College and is an officer at Westminster Presbyterian Church. He also owns a retreat cabin used for low-cost vacations and retreats for pastors and church groups. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and works primarily with non-discretionary assets through an integrated structure affiliated with New York Life.

Client services

Based on Eagle Strategies (NY Life)

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Eagle Strategies (NY Life)

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy

Occupation focus

Based on Eagle Strategies (NY Life)

Founder/Business Owner Executive

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Fee options

Fixed

One-time seminar fees generally range from $35 to $200 per attendee

Percentage

$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)

Project-based

Fee-based hourly advice ranges from $100 to $400 per hour

Subscriptions

Ongoing Subscription Agreement for financial plans with fees agreed for five years, payable annually, monthly or quarterly

Other

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

Location

See office

Tazewell, VA

147 Main Street

Tazewell VA 24651

Advisors at this office

1

Most active in

Virginia

Work history

7 years of industry experience

Blanks & Company

2026 - Present • 1 year

Tazewell, VA

Solid Rock Financial Partners, LLC

2025 - Present • 1 year

Tazewell, VA

Eagle Strategies LLC

2025 - Present • 1 year

Bluefield, VA

NYLIFE Securities LLC

2020 - Present • 6 years

Roanoke, VA

New York Life Insurance Company

2020 - Present • 6 years

Roanoke, VA

Valic Financial Advisors

2019 - 2020 • 1 year

North Chesterfield, VA

Lutheran Family Services of Virginia, Minnick School

2018 - 2019 • 1 year

Wytheville, VA

Tazewell County Public Schools

1991 - 2018 • 27 years

Tazewell, VA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John S

Series 63, Series 65, Series 66

Richlands, VA

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John Schweingrouber is a financial advisor at VistaFront Partners Inc with 10 years of industry experience. He holds Series 63, 65, and 66 designations. Prior to joining VistaFront Partners in 2019, he worked at Virginia Financial Innovation Corporation and has also been self-employed since 2004. Outside of advising, he writes and attempts to sell novels online. VistaFront Partners provides discretionary portfolio management primarily for individual clients, trusts, and business owners. The firm uses a combination of fundamental and technical analysis, generally following a long-term buy-and-hold strategy across various asset types, managing a modest asset base with a small client roster.

ESG / Sustainable investing Real estate investing
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Steven D

Series 63, Series 65

Cedar Bluff, VA

LPL Financial

Steven Davis is a financial advisor with LPL Financial in Cedar Bluff, VA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Securities America Advisors and Valic, with two decades at the latter. Davis is also licensed as an insurance agent selling term and whole life insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jody D

Series 63, Series 65

Bluefield, VA

Cetera

Jody Deel is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. Prior to joining Cetera in 2025, Deel operated Deel Financial, PLLC and has experience dating back to 2010 in accounting and tax preparation through his own firms. He serves as a board member and treasurer for both the Abel Pregnancy Resource Center, a medical clinic supporting unplanned pregnancies, and The 315 Company, a faith-based entertainment organization. Cetera is an SEC-registered adviser that supports a large network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over $256 billion in assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jonah D

Series 63, Series 65

Cedar Bluff, VA

LPL Financial

Jonah Davis is a financial advisor with LPL Financial holding Series 63 and Series 65 credentials and five years of industry experience. He has worked at LPL Financial since 2024 and previously held positions at Securities America Advisors, Securities America, Inc., South Guard Advisors, and Phaidon International. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research tools and a broad non-advisory financial services network.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Peter R

Series 63, Series 65

Bluefield, VA

Ameriprise

Peter Romano is a financial advisor with Ameriprise in Bluefield, VA, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Romano serves on the advisory board for the School of Business at Bluefield State University. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, primarily focused on Ameriprise-managed accounts.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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