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Miranda K

Series 66

Pensacola, FL

Eagle Strategies (NY Life)

Miranda King is a Series 66-licensed financial advisor with Eagle Strategies (NY Life) in Pensacola, FL, and has two years of industry experience. She has been associated with Eagle Strategies since 2025 and NYLIFE Securities LLC since 2024. King is also involved with Manna Food Bank, Inc., a nonprofit providing food assistance in Escambia and Santa Rosa counties. Eagle Strategies serves a diverse client base, including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice across multiple 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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Du T

Series 63, Series 66

Pensacola, FL

Eagle Strategies (NY Life)

Du Tran is a financial advisor at Eagle Strategies (NY Life) based in Pensacola, FL, with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Nylife Securities LLC and New York Life Insurance Company since 2011. Eagle Strategies serves both individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored recommendations through multiple program types and manages a majority of its regulatory 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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Dr. Alfredo Gerardo D

Series 63, Series 65

Pensacola, FL

Eagle Strategies (NY Life)

Dr. Alfredo Gerardo Discepolo is a financial advisor with Eagle Strategies (NY Life) based in Pensacola, FL, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at several firms including Latino & American Financial Group, LLC, New York Life Securities LLC, and MassMutual Life Insurance Co. Outside of his advisory role, he is a partner-consultant at Castaneda-Discepolo Consulting LLC. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored advice across multiple program types, including fee-based hourly advice and co-advisory relationships, primarily managing assets on a non-discretionary basis for individual and institutional clients.

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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Stephen P

Series 66

Pensacola, FL

Eagle Strategies (NY Life)

Stephen Pederson is a financial advisor with Eagle Strategies (NY Life) based in Pensacola, FL. He holds the Series 66 designation and has four years of industry experience. His prior work includes roles at Raymond James Financial Services Advisors and Gulf Winds Credit Union. 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 advisers. The firm provides tailored advice utilizing multiple program types and primarily manages 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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Strawford D

Series 66

Pensacola, FL

Eagle Strategies (NY Life)

Strawford Dees IV is a financial advisor with Eagle Strategies (NY Life) based in Pensacola, FL. He holds a Series 66 designation and has 20 years of industry experience. His career includes roles at firms such as Community Bank of MS, LPL Financial, and Pinnacle Trust Company. Dees is also involved in insurance brokering through ASA Group, where he sells and services fixed insurance products. Eagle Strategies serves a diverse client base with financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and primarily manages assets on a non-discretionary basis, working extensively with institutional sponsors within the New York Life affiliate structure.

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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Larry M

Series 65, Series 63

Pensacola, FL

Eagle Strategies (NY Life)

Larry Murphy is a financial advisor with Eagle Strategies (New York Life) in Pensacola, FL, holding Series 65 and Series 63 licenses and five years of industry experience. He has worked at multiple firms including Atlas Financial Strategies, NYLIFE Securities LLC, and New York Life Insurance Co. Outside of his advisory role, Murphy participates as a member of the Louis Maygarden Center for Financial Literacy, assisting with organizing and supporting financial education workshops. Eagle Strategies serves a diverse client base with financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a variety of programs tailored to individual, corporate, and institutional clients, with a notable focus on non-discretionary asset management and advisory services linked to insurance and annuity products.

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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Donna R

Series 63, Series 65

Pensacola, FL

Eagle Strategies (NY Life)

Donna Rowell is a financial advisor at Eagle Strategies (NY Life) with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been with Eagle Strategies since 2019. In addition to her advisory role, Rowell is also appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides a range of advisory programs with an emphasis on tailoring recommendations to client objectives, managing predominantly non-discretionary assets, and working within an integrated New York Life affiliate structure.

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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