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James Z
ChFC®, Series 63
Centreville, OH
Eagle Strategies (NY Life)
James Zent is a financial advisor with Eagle Strategies (NY Life) based in Centreville, Ohio. He holds the ChFC® designation and Series 63 license, and has 43 years of industry experience. He has been associated with JR Zent & Associates since 1997 and with NY Life-related entities since 1969. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers various program types tailored to client objectives, with a focus on non-discretionary asset management and advisory services connected to insurance and annuity products.
Brad Z
Series 65, Series 63
Centerville, OH
Eagle Strategies (NY Life)
Brad Zent is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 licenses, with 26 years of industry experience. He has worked at New York Life since 1999 and has operated his own firm, J.R. Zent & Associates, LLC, since 2006. Outside of advisory work, he is also the owner of Miami Valley Music. 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 emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.
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