Edgar Freeman is a financial advisor with Eagle Strategies (NY Life) in Roanoke, VA, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Co., and Wells Fargo Bank, NA. Freeman serves as Treasurer for Lapsley’s Run Baptist Church and is a Board Member and Financial Chairman for the Rockbridge Area YMCA. 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 affiliated representatives. The firm emphasizes customized recommendations and manages a majority of its assets on a non-discretionary basis.

Michael Williams is a financial advisor with Eagle Strategies (NY Life) based in Roanoke, VA. He holds Series 63 and Series 65 licenses and has three years of industry experience. Williams also operates Ascend Financial Strategies, LLC, which brokers New York Life products and non-registered insurance products. Eagle Strategies serves 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 and manages a substantial majority of its assets on a non-discretionary basis.

Harvey Allison is a financial advisor with Eagle Strategies (NY Life) based in Roanoke, VA, holding a Series 63 designation and over 26 years of industry experience. He has worked with NYLIFE Securities Inc. and New York Life Insurance Co. since 2004 and has been self-employed since 1979. Outside of his advisory role, he owns and operates a turkey and cattle farm. Eagle Strategies serves a diverse client base, including individual and institutional investors, with financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through various program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.