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Jenny C
Series 66
Jacksonville Beach, FL
Eagle Strategies (NY Life)
Jenny Castro is a financial advisor with Eagle Strategies (NY Life) based in Jacksonville Beach, FL. She holds a Series 66 designation and has one year of industry experience. Prior to joining Eagle Strategies, she worked at Wahby Financial Group LLC and NYLIFE Securities LLC, and has financial services experience dating back to 2007 with roles at several banks including First Citizens Bank and Trust Co. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. 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.
Guzman C
Series 65, Series 63
Jacksonville Beach, FL
Eagle Strategies (NY Life)
Guzman Castro is a financial advisor with Eagle Strategies (NY Life) based in Jacksonville Beach, FL. He holds Series 65 and Series 63 licenses and has 11 years of industry experience. His career includes roles at Eagle Strategies since 2017 and Wahby Financial Group since 2016. Castro serves as a consultant for an international wine importing business and is involved in nonprofit activities, including serving on the finance committee of The Discovery School and as a board member of Beaches Town Center Agency. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.
Robin W
Series 63, Series 66
Jacksonville Beach, FL
Eagle Strategies (NY Life)
Robin Wahby is a financial advisor with Eagle Strategies (NY Life) based in Jacksonville Beach, FL. He holds Series 63 and Series 66 licenses and has 35 years of industry experience. He has worked at New York Life Insurance Company and Nylife Securities since 1990 and has operated Wahby Financial Group LLC since 2014. Outside of his advisory work, Wahby is involved as an investor in multiple minor league sports teams and serves as an emeritus member and finance committee chair for a nonprofit helping developmentally disabled children. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a variety of program types tailored to client objectives, with most regulatory assets managed on a non-discretionary basis and a focus on fiduciary responsibilities to retirement investors.
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