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Paul B
Series 63, Series 66
Matthews, NC
Eagle Strategies (NY Life)
Paul Brown is a financial advisor with Eagle Strategies (NY Life) in Matthews, NC, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been affiliated with Eagle Strategies since 2013 and also operates Parker Financial Group, LLC and Parker Financial and Insurance Solutions, which sell New York Life products and broker non-registered insurance products. Eagle Strategies serves a diverse client base, including individual investors and institutional retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.
Michael F
Series 63, Series 65
Matthews, NC
Eagle Strategies (NY Life)
Michael Fitzgerald is a financial advisor at Eagle Strategies (NY Life) with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Eagle Strategies since 2017. Fitzgerald also operates under the Parker Financial Group and Parker Financial and Insurance Solutions names, focusing on brokering non-registered insurance products. 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 offers a range of program types and emphasizes tailoring recommendations to client objectives, with the majority of its assets managed on a non-discretionary basis.
Zuzana A
Series 66
Matthews, NC
Eagle Strategies (NY Life)
Zuzana Ambrova is a financial advisor with Eagle Strategies (NY Life) based in Matthews, NC. She holds the Series 66 designation and has 17 years of industry experience. Her prior work includes positions at Merrill and ongoing roles with Parker Financial Group and NYLIFE Securities. Ambrova operates under the DBA Parker Financial Group, servicing insurance and financial product clients. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and delivers solutions via multiple program types, with most assets managed on a non-discretionary basis.
Larry P
Series 63, Series 65
Matthews, NC
Eagle Strategies (NY Life)
Larry Parker is a financial advisor with Eagle Strategies (NY Life) in Matthews, NC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Eagle Strategies since 2007 and also owns Parker Financial Group LLC and Parker Financial and Insurance Solutions. Outside of his advisory work, he volunteers as a youth sports coach with the Porter Ridge Athletic Association. Eagle Strategies serves a broad client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types designed to tailor advice to client objectives and plan sponsor criteria, with the majority of assets managed on a non-discretionary basis.
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