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Christopher W

Series 66, Series 63

Dublin, OH

Eagle Strategies (NY Life)

Christopher Wilson is a financial advisor with Eagle Strategies (NY Life) based in Dublin, Ohio. He holds Series 66 and Series 63 licenses and has 17 years of industry experience. Wilson has been associated with Eagle Strategies since 2023 and with New York Life and Nylife Securities since 2008. Outside of his advisory work, he volunteers as an assistant baseball coach. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of programs tailored to client objectives and works extensively with defined contribution and defined benefit plans, emphasizing non-discretionary asset management.

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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Erik B

CFP®, Series 63

Dublin, OH

Eagle Strategies (NY Life)

Erik Brown is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Eagle Strategies (NY Life) in Dublin, OH. He has been with Eagle Strategies since 2014 and has prior experience with Nylife Securities LLC and New York Life Insurance Co. In addition to his advisory role, he is appointed with outside insurance carriers for brokering non-registered investment-related insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients, offering a range of program types tailored to client objectives. The firm manages the majority of its assets on a non-discretionary basis and works 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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