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Charles E

Series 65, Series 63

Franklin, TN

Eagle Strategies (NY Life)

Charles Enders is a financial advisor with Eagle Strategies (NY Life) based in Franklin, TN. He holds Series 65 and Series 63 licenses and has 15 years of industry experience. His work history includes roles at NYLIFE Securities LLC and New York Life Insurance Company since 2011, and he has been with Eagle Strategies LLC since 2026. Eagle Strategies serves individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working with a diverse range of clients including those with insurance and annuity products.

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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Bryton C

Series 66

Franklin, TN

Eagle Strategies (NY Life)

Bryton Czerwinski is a financial advisor at Eagle Strategies (NY Life) based in Franklin, TN, with two years of industry experience. He holds the Series 66 designation and has prior experience with firms including Telos Capital Management and New York Life. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a variety of program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

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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Shanan B

Series 63, Series 66

Franklin, TN

Eagle Strategies (NY Life)

Shanan Boyd is a financial advisor with Eagle Strategies (NY Life) based in Franklin, TN. He holds Series 63 and Series 66 licenses and has 17 years of industry experience, including roles at Nylife Securities LLC and New York Life Insurance Company. Boyd has been with Eagle Strategies since 2017. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types, with a significant portion of assets managed on a non-discretionary basis.

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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Jeffrey C

Series 63, Series 66

Franklin, TN

Eagle Strategies (NY Life)

Jeffrey Czerwinski is a financial advisor with Eagle Strategies (NY Life) in Franklin, TN, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Eagle Strategies since 2002 and holds ongoing roles with New York Life and its affiliated entities. Outside of advisory services, he is involved in property and casualty sales and is a shareholder in an insurance-related holding company. Eagle Strategies serves individual and institutional clients by 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.

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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Frederick R

Series 66

Franklin, TN

Eagle Strategies (NY Life)

Frederick Rich Jr. is a financial advisor with Eagle Strategies (NY Life) based in Franklin, TN, holding a Series 66 designation and over 21 years of industry experience. He has worked with Eagle Strategies since 2013 and is also associated with Falcon Financial And Insurance Solutions, Inc. Outside of his advisory work, he volunteers with a local BNI networking group, assisting with meeting attendance and scheduling. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered primarily through non-discretionary management within the 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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Angelo R

Series 63, Series 66

Franklin, TN

Eagle Strategies (NY Life)

Angelo Rufino is a financial advisor at Eagle Strategies (NY Life) based in Franklin, TN, with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Ameriprise, U.S. Bancorp Investments, and First Republic Investment Management. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and predominantly manages 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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