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Marisa S

Series 65, Series 63

Delavan, WI

Eagle Strategies (NY Life)

Marisa Sounde is a financial advisor with Eagle Strategies (NY Life) in Delavan, WI, holding Series 65 and Series 63 licenses and having 13 years of industry experience. She has held roles at Eagle Strategies, Sounde Financial Group, Nylife Securities LLC, and New York Life Insurance Co. Outside of her advisory work, she serves as Vice President on the board of the Geneva Lake West Chamber of Commerce and hosts a podcast titled "Shine Your Light - Finding Your Inner Voice." Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm offers various programs tailored to client objectives, emphasizing non-discretionary management and fiduciary responsibilities, within the 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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