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Robert A
CFP®, Series 66
Addison, TX
Eagle Strategies (NY Life)
Robert Ahearn is a CFP® professional with 22 years of experience in the financial industry. He has been with Eagle Strategies (NY Life) since 2017 and has held positions with NYLIFE Securities LLC and New York Life Insurance Company since 2016. Eagle Strategies serves a diverse range of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm provides tailored advice across multiple program types, including financial plans, fee-based advice, retirement plan consulting, and co-advisory relationships, with an emphasis on meeting client objectives and plan sponsor criteria.
Michael M
Series 63, Series 65
Addison, TX
Eagle Strategies (NY Life)
Michael Mc Clinton is a financial advisor with Eagle Strategies (NY Life) based in Addison, TX. He holds Series 63 and Series 65 licenses and has been in the industry since 2025. Prior to joining Eagle Strategies, he worked at Principal Financial Group and has experience at New York Life Insurance Company and NYLIFE Securities LLC. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm offers financial planning, investment management, and retirement-plan advisory services, with an emphasis on tailored recommendations and a predominantly non-discretionary asset management approach.
James F
Series 66
Addison, TX
Eagle Strategies (NY Life)
James Friendly is a financial advisor with Eagle Strategies (NY Life) based in Addison, TX. He holds a Series 66 designation and has 22 years of industry experience. Friendly has worked with Eagle Strategies since 2008 and with New York Life and NYLIFE Securities since 2007. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides a range of advisory solutions, emphasizing tailored recommendations and managing a significant portion of its assets on a non-discretionary basis.
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