David Wyatt II is a financial advisor with Eagle Strategies (NY Life) in Greenville, SC, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. He has worked with Eagle Strategies since 2023 and concurrently operates Wyatt Brothers Financial LLC, which he founded in 2013. Outside of his advisory roles, Wyatt serves as a deacon at Holland Park Church in Simpsonville, SC. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors, institutional sponsors, and plan sponsors. The firm focuses on tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Kristin Christofferson is a financial advisor with Eagle Strategies (NY Life) based in Greenville, SC. She holds Series 63 and Series 66 licenses and has 14 years of industry experience. Kristin has been associated with Eagle Strategies since 2014 and concurrently works with Wyatt Brothers Financial LLC. She is also involved as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis.

Philip Wyatt is a financial advisor with Eagle Strategies (NY Life) in Greenville, SC, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. His career includes long-term roles with New York Life Insurance Company and NYLIFE Securities LLC, as well as operating Wyatt Brothers Financial LLC. Outside of his advisory work, he serves as an officer for the Eastside Track and Cross Country Booster Club. Eagle Strategies serves a diverse client base with financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple advisory programs tailored to individual and institutional client needs, with a significant focus on non-discretionary asset management and relationships with institutional sponsors.