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Leighton W

Series 66

Brandon, MS

Eagle Strategies (NY Life)

Leighton Whitehead is a financial advisor with Eagle Strategies (NY Life) based in Brandon, MS, holding a Series 66 designation and five years of industry experience. His work history includes roles at Whitehead Financial Group, LLC, and WFG Risk Partners, LLC. Whitehead is also involved in brokering non-registered insurance products and property and casualty insurance through outside carriers. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

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

ChFC®, Series 63

Brandon, MS

Eagle Strategies (NY Life)

Phillip Whitehead is a financial advisor with Eagle Strategies (NY Life) based in Brandon, MS. He holds the ChFC® designation and has 32 years of industry experience, including long-term affiliations with New York Life and Nylife Securities Inc. Outside of his advisory role, he is involved in several small business ventures, including owning and managing retail food businesses and serving as a deacon at Park Place Baptist Church. Eagle Strategies serves a diverse client base with financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis for both individual and institutional clients within the New York Life affiliate structure.

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