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Scott Odell

Advisor at Eagle Strategies (NY Life)

Updated today

Location

Claxton, GA 30417

Credentials

Series 66

Industry experience

5 years

About

Scott Odell is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 designation and five years of industry experience. He operates under the DBA name Deloach, Odell & Associates, focusing on selling New York Life products and services. Additionally, he is involved in insurance brokering with outside carriers. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, managing approximately $25.4 billion in regulatory assets as of December 31, 2024.

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 income strategy Retirement plans for business owners (SEP, solo 401k) Annuities

Occupation focus

Based on Eagle Strategies (NY Life)

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 0.80% annually for Eagle Retirement Plan Consulting Program (CP), fees may be tiered based on asset levels $0+: 0.05% to 0.80% annually for ERISA Investment Manager Program (EIMP), fees may be tiered based on asset levels $0+: 0% to 1.25% annually for Co-Advisory Program (fees are negotiable and charged in addition to Co-Adviser fees) $25,000+: 0% to 1.00% annually for New York Life Premier Advisory Variable Annuity (Advisory VA), fee applies only during accumulation phase

Commissions

IARs receive commissions for insurance, annuities (except Advisory VA), and securities products sold as registered representatives or insurance agents, in addition to advisory fees

Project-based

Hourly fee for advice generally ranges from $100 to $400 per hour, engagements typically not exceeding 12 hours

Subscriptions

Ongoing Subscription Agreement for financial planning services with fees agreed for up to five years, paid annually, monthly or quarterly

Other

Account minimum: $25,000 for the New York Life Premier Advisory Variable Annuity; no minimum for other advisory programs though some third-party managers or co-advisers may have minimums which can be waived or negotiated Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan; financial seminar fees generally range from $35 to $200 per attendee; hourly advice fees generally range from $100 to $400 per hour Fee-only: Financial planning fees, fee-based hourly advice, and financial seminar fees as noted under minimum_fee

Location

5 N Newton Street, Po Box 889

Claxton, GA 30417

Most active in

Georgia · Texas

Work history

Deloach, Odell & Associates

2021 - Present (5 years)

Eagle Strategies (NY Life)

2021 - Present (5 years)

NYLIFE Securities LLC

2020 - Present (6 years)

New York Life Insurance Co

2020 - Present (6 years)

Deloach Odell and Associates

2020 - 2020 (1 year)

Lee University

2015 - 2020 (5 years)

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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Matthew R

Series 66

Claxton, GA

Eagle Strategies (NY Life)

Matthew Ragan is a financial advisor with Eagle Strategies (NY Life) based in Claxton, GA. He holds the Series 66 designation and has two years of industry experience. Prior to his current role, he served for 14 years as a firefighter with the Vidalia Fire Department and currently volunteers as a firefighter for Toombs County. He is also commissioned as a Notary Public. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Kevin O

ChFC®, Series 63

Claxton, GA

Eagle Strategies (NY Life)

Kevin Odell is a financial advisor with Eagle Strategies (NY Life) based in Claxton, GA. He holds the ChFC® and Series 63 designations and has 40 years of industry experience. He has been a principal at Deloach, Odell & Associates, LLC since 2010 and has been affiliated with New York Life and Nylife Securities Inc. since 1985. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a network of over 2,000 investment adviser representatives. The firm emphasizes client-directed solutions, using third-party managers and model portfolios, and combines advisory services with affiliated insurance and broker-dealer capabilities as an indirect subsidiary of New York Life.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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William H

Series 63, Series 65

Reidsville, GA

Primerica Advisors

William Harn is a financial advisor with Primerica Advisors in Reidsville, GA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 1998. Outside of his advisory role, he is involved in sales of loan products and home security services through affiliated companies and operates his own legal entity, William J Harn LLC, for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Nathan D

Series 66

Reidsville, GA

Primerica Advisors

Nathan Daniel is a Series 66 licensed advisor with Primerica Advisors, based in Reidsville, GA, and has three years of industry experience. His prior roles include positions at Thrivent Financial and Senior Life Insurance Company. Outside of his advisory work, he serves as Treasurer on the board of the Dublin Youth Vocal and Orchestra nonprofit. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients within a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors for implementation.

ESG / Sustainable investing Tax-loss harvesting Income planning
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