Stephen Lee is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding a Series 66 license and bringing 20 years of industry experience. His prior roles include positions at KPG Capital Partners, Bank of America, Merrill, RiverSource Investments, and Columbia Management Advisors. Lee is also appointed as an insurance broker and independently contracts for property and casualty sales with outside carriers. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with the majority of its assets managed on a non-discretionary basis.

Jemal Carter is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding the ChFC® designation and Series 63 license. He has 13 years of industry experience, including roles at Eagle Strategies since 2019, Nylife Securities LLC since 2013, and New York Life Insurance Company since 2012. Outside of his advisory work, Carter is involved in motivational speaking and writing through his Carter Family Business Group, focusing on helping individuals transition from traditional employment to entrepreneurship and pursuing their passions. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored advice and offers multiple program types, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.