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Dennis F

Series 63, Series 65

Mobile, AL

Eagle Strategies (NY Life)

Dennis Farrar is a financial advisor with Eagle Strategies (New York Life) based in Mobile, Alabama. He holds Series 63 and Series 65 licenses and has 16 years of industry experience, including tenure at Eagle Strategies since 2016 and affiliations with Nylife Securities LLC and New York Life Insurance Company dating back to 2009 and 2010, respectively. He is also appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base of individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides a range of advisory programs including fee-based hourly advice and co-advisory relationships, with the majority of assets managed 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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Raimundo E

Series 63, Series 65

Mobile, AL

Eagle Strategies (NY Life)

Raimundo Espinheira is a financial advisor at Eagle Strategies (NY Life) with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Safra Invest, NYLIFE Securities LLC, and New York Life. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across various program types 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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Richard A

Series 63, Series 65

Mobile, AL

Eagle Strategies (NY Life)

Richard Alexander is a financial advisor with Eagle Strategies (NY Life) based in Mobile, AL, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with Eagle Strategies since 2016 and operates Alexander Financial Group LLC, through which he sells New York Life products and brokers non-registered insurance products. 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 manages the vast majority of its assets on a non-discretionary basis, working extensively with institutional sponsors alongside individual 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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Matthew M

Series 65, Series 63

Mobile, AL

Eagle Strategies (NY Life)

Matthew Mcwhorter is a financial advisor with Eagle Strategies (NY Life) based in Mobile, AL. He holds Series 65 and Series 63 licenses and has 13 years of industry experience. His work history includes roles at NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse client base, offering financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisers. The firm provides a range of solutions tailored to individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients, with a focus on primarily non-discretionary asset management.

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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