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David L
Series 63, Series 66
Delray Beach, FL
Eagle Strategies (NY Life)
David Levee is a financial advisor with Eagle Strategies (New York Life) based in Delray Beach, FL, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. His career includes roles at BACK9 Strategies, Levee Financial Group, and New York Life Insurance Company dating back to 1967. Outside of advising, he serves on the finance committee of a private country club and has been involved as an investor in businesses such as a drug and alcohol rehabilitation facility and a restaurant and bar. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered primarily on a non-discretionary basis, operating within the integrated structure of New York Life affiliates.
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