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Eric M

Series 66

Macon, GA

Eagle Strategies (NY Life)

Eric Manson is a financial advisor with Eagle Strategies (New York Life) in Macon, GA, holding a Series 66 designation and 16 years of industry experience. Prior to joining Eagle Strategies in 2019, he spent 10 years at Merrill Lynch. He serves as a board member for the Macon Bibb Housing Authority, a nonprofit that provides public and Section 8 housing to local residents. Eagle Strategies serves a diverse client base including individuals and institutions, offering 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 through a broad network of affiliated advisors within an integrated New York Life 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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Andrew P

Series 66

Macon, GA

Eagle Strategies (NY Life)

Andrew Patisaul is a financial advisor with Eagle Strategies (NY Life) in Macon, GA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, Merrill, and Mars Wrigley Confectionary. 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 manages 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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James B

Series 63, Series 66

Macon, GA

Eagle Strategies (NY Life)

James Barnes II is a financial advisor at Eagle Strategies (NY Life) based in Macon, GA, with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Eagle Strategies since 2021. Prior to that, he was affiliated with Mahoney Financial Organization and has held roles with Nylife Securities LLC and New York Life Insurance Company. He is also appointed as an insurance broker for outside insurance carriers. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, 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, with a fiduciary focus on retirement investors.

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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