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Shannon K

Series 66

Indiana, PA

Eagle Strategies (NY Life)

Shannon Kimmel is a financial advisor with Eagle Strategies (New York Life) in Indiana, PA, holding a Series 66 designation and seven years of industry experience. Prior to joining Eagle Strategies, Kimmel worked at Bank of America and Merrill. She serves as a general board member for the United Way of Indiana County and volunteers with the Salvation Army and the Indiana University of Pennsylvania Eberly College of Business Advisory Council. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individuals and institutional clients. The firm offers multiple program types and emphasizes tailored recommendations, managing most 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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