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Peter L

Series 63, Series 65, Series 66

Estero, FL

Eagle Strategies (NY Life)

Peter Lovley is a financial advisor with Eagle Strategies (New York Life) in Estero, Florida, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has been with Eagle Strategies and related New York Life affiliates since 2015. Outside of his advisory role, Mr. Lovley serves as a board member for The Residences of Coconut Point homeowners association. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutional clients, and plan sponsors. The firm offers a range of programs and emphasizes tailored recommendations while managing the majority of assets 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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