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William R

Series 63, Series 66

Myrtle Beach, SC

Eagle Strategies (NY Life)

William Rowell is a financial advisor with Eagle Strategies (NY Life) based in Myrtle Beach, SC. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. Prior to joining Eagle Strategies in 2016, he has been involved with New York Life and related entities since 2002 and operates Rowell Insurance and Benefits Co., LLC. Outside of his advisory work, he serves as Chairperson of the Coastal Carolina University Planned Giving Advisory Board and is the President of the Myrtle Beach Sunrise Rotary Club. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a large network of adviser representatives. The firm offers multiple advisory programs and emphasizes tailoring recommendations to client objectives, with a significant portion of its 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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