Patrick Edwards is a financial advisor with Eagle Strategies (NY Life) in Montgomery, AL, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes roles at WealthMark Financial Strategies and Wealthmark Financial Solutions, LLC. Edwards serves as Treasurer for the Wetumpka Area Chamber of Commerce and is a director and budget director at Morningview Baptist Church. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of advisory programs, focusing on tailored recommendations and managing a substantial portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Morgan Robinson II is a financial advisor with Eagle Strategies (NY Life) in Montgomery, AL, holding Series 65 and Series 63 licenses and possessing 15 years of industry experience. His career includes roles at Eagle Strategies LLC, Wealth Visionary Financial, LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis.

Joseph Donaldson is a financial advisor with Eagle Strategies (NY Life) in Montgomery, Alabama, holding a Series 63 designation and 43 years of industry experience. He has been with Eagle Strategies since 2010 and has longstanding ties to New York Life Insurance Company and its affiliated entities dating back to 1978. Donaldson serves as a board member at Faulkner University in Montgomery. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individual investors, institutional sponsors, and corporate and charitable organizations. The firm delivers advice through multiple program types, emphasizing tailored recommendations and predominantly managing assets on a non-discretionary basis.