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Terreaux W
Series 63, Series 65
Las Vegas, NV
Eagle Strategies (NY Life)
Terreaux Williams is a financial advisor with Eagle Strategies (NY Life) in Las Vegas, NV, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Eagle Strategies, Williams worked at State Farm Investment Management Corp and held roles with Mike Whitford's and Caitlyn Whitford's Insurance Agencies. Williams is also involved in insurance brokering with outside carriers for non-registered products. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm operates through a large network of affiliated adviser representatives and emphasizes tailored solutions delivered through multiple advisory programs, with a substantial portion of assets managed on a non-discretionary basis.
Jang Won L
Series 63, Series 66
Las Vegas, NV
Eagle Strategies (NY Life)
Jang Won Lee is a financial advisor with Eagle Strategies (New York Life) based in Las Vegas, NV, holding Series 63 and Series 66 credentials and possessing 17 years of industry experience. He has been with Eagle Strategies since 2014 and has longstanding affiliations with Nylife Securities LLC and New York Life Insurance Company since 2008. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.
Adam K
Series 63, Series 65
Las Vegas, NV
Eagle Strategies (NY Life)
Adam Knopow is a financial advisor with Eagle Strategies, affiliated with New York Life, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of advising, he is a board member of a local business referral group in Las Vegas, volunteers as a film production cast member, and hosts a podcast promoting local businesses. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through its network of affiliated representatives. The firm offers tailored advice across multiple program types and primarily manages assets on a non-discretionary basis, with a focus on fiduciary responsibilities to retirement investors.
Shelby M
Series 63, Series 65
Las Vegas, NV
Eagle Strategies (NY Life)
Shelby Mc Intyre is a financial advisor with Eagle Strategies (NY Life) based in Las Vegas, NV, holding Series 63 and Series 65 licenses and four years of industry experience. Shelby has worked with several firms, including NYLife Securities LLC and New York Life Insurance Company, and currently owns a business brokering non-registered insurance products. Additionally, Shelby is the author of "1Hundred Days," a self-help journal focused on mindset and personal challenges. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services largely emphasizing non-discretionary asset management and tailored solutions through various program types.
John B
ChFC®, Series 63
Las Vegas, NV
Eagle Strategies (NY Life)
John Balele is a financial advisor with Eagle Strategies (NY Life) based in Las Vegas, NV. He holds a ChFC® designation and a Series 63 license, and has seven years of industry experience. Prior to his current role, he has worked with New York Life Insurance Co, NYLIFE Securities LLC, and operated an online VIP booking service for Las Vegas nightclubs through Vegas Made LLC. He also serves as a board member of the African Diaspora of Las Vegas, a nonprofit focused on supporting the local African diaspora community. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types and primarily manages assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.
David T
Series 63, Series 66
Las Vegas, NV
Eagle Strategies (NY Life)
David Tucker is a financial advisor with Eagle Strategies (NY Life) in Las Vegas, NV, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. His career includes roles at Field Financial Strategies, Cadence Wealth Management, and New York Life Insurance Company. He serves as a volunteer Assistant Grand Praetor for the Sigma Chi Fraternity, providing support and mentorship to collegiate members. Eagle Strategies offers financial planning, investment management, and retirement-plan advisory services to a diverse client base of individuals and institutions. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.
Christopher R
ChFC®, Series 63
Las Vegas, NV
Eagle Strategies (NY Life)
Christopher Rial is a financial advisor with Eagle Strategies (NY Life) based in Las Vegas, NV. He holds the ChFC® designation and Series 63 license, with nine years of industry experience. Outside of his advisory role, Rial works with the National Hockey League as an off-ice official, taking statistics and tracking game progress. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm offers a range of financial planning and investment management services, with an emphasis on tailored recommendations and a predominance of non-discretionary asset management.
Ethan D
Series 65, Series 63
Las Vegas, NV
Eagle Strategies (NY Life)
Ethan Dong is a financial advisor with Eagle Strategies (NY Life) based in Las Vegas, NV. He holds Series 65 and Series 63 licenses and has four years of industry experience. Prior to joining Eagle Strategies, he worked at J.P. Morgan Securities LLC and JPM Chase Bank NA for four years and has experience in the luxury retail sector with Gucci North America Inc. and Richemont North America. 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 investment adviser representatives. The firm offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.
Hernando O
Series 63, Series 66
Las Vegas, NV
Eagle Strategies (NY Life)
Hernando Ospina is a financial advisor with Eagle Strategies (NY Life) based in Las Vegas, NV, holding Series 63 and Series 66 licenses with 12 years of industry experience. His prior experience includes roles at Senor Gatsby and New York Life affiliate firms since 2013. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations delivered through various program types and manages a substantial portion of its assets on a non-discretionary basis.
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