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Isaac A

Series 63, Series 66

Uniondale, NY

Eagle Strategies (NY Life)

Isaac Addo is a financial advisor with Eagle Strategies (NY Life) based in Uniondale, NY. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. His career includes long-term roles with NYLIFE Securities, Inc. and New York Life Insurance Company. Eagle Strategies serves a diverse group 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 a significant portion of 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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Stacy P

Series 63, Series 65

Uniondale, NY

Eagle Strategies (NY Life)

Stacy Pierre Louis is a financial advisor with Eagle Strategies (NY Life) based in Uniondale, NY, holding Series 63 and Series 65 designations and with seven years of industry experience. She currently serves as SVP of Financial Strategies and has worked with Eagle Strategies and affiliated entities since 2018. Her prior work includes roles in media with News 12 and AMI. Additionally, she operates under the DBA SVP Financial Strategies to sell New York Life products and broker non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages a substantial asset base primarily on a non-discretionary basis, serving a diverse range of clients including defined contribution and benefit plans, corporate, and charitable entities.

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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Michalis S

Series 63, Series 65

Uniondale, NY

Eagle Strategies (NY Life)

Michalis Stylianou is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and one year of industry experience. Prior to his advisory role, he worked in education at North Shore Senior High School and North Shore Middle School and operated Stylianou Accounting for five years. He also attended Adelphi University for four years. Eagle Strategies serves a diverse client base including individual investors and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis 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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Donald B

ChFC®, Series 63

Uniondale, NY

Eagle Strategies (NY Life)

Donald Boyle is a financial advisor with Eagle Strategies (NY Life) based in Uniondale, NY, holding the ChFC® designation and Series 63 license. He has 24 years of industry experience, including 17 years with Eagle Strategies and over 25 years affiliated with 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. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and largely managing 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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Kevin R

ChFC®, Series 63

Uniondale, NY

Eagle Strategies (NY Life)

Kevin Reilly is a financial advisor with Eagle Strategies (NY Life) and holds the ChFC® designation along with a Series 63 license. He has eight years of industry experience and has worked with NYLIFE Securities LLC and New York Life Insurance Co. since 2017. Eagle Strategies serves a broad mix of individual and institutional clients, 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, and operates 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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Nia G

ChFC®, Series 63

Uniondale, NY

Eagle Strategies (NY Life)

Nia Griffin is a financial advisor at Eagle Strategies (NY Life) with the ChFC® designation and two years of industry experience. She has held roles at NYLife Securities LLC and New York Life since 2023. Griffin has also been involved in Mind Over Money Education. 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 investment adviser representatives. The firm emphasizes tailoring recommendations to client objectives and Plan Sponsor criteria 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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Richard B

Series 63, Series 65

Uniondale, NY

Eagle Strategies (NY Life)

Richard Basulto is a financial advisor with Eagle Strategies (NY Life) and holds the Series 63 and Series 65 designations. He has seven years of industry experience and previously worked at Mazorra Business Services. He serves as a board member of the New Hyde Park Chamber of Commerce. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a broad mix of individual and institutional clients. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with the majority of 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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Jessica C

Series 63, Series 66

Uniondale, NY

Eagle Strategies (NY Life)

Jessica Cornejo is a financial advisor with Eagle Strategies (NY Life) based in Uniondale, NY, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Eagle Strategies since 2017 and has held roles with NYLIFE Securities LLC and New York Life Insurance Company since 2015. Outside of her advisory work, Cornejo is a creative writer and author, as well as a seller on the Poshmark app. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types, focusing on both individual investors and plan sponsors 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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Peter M

CFP®, Series 66

Uniondale, NY

Eagle Strategies (NY Life)

Peter Mc Evoy is a CFP® with 21 years of industry experience, currently affiliated with Eagle Strategies (NY Life). His prior roles include positions at BlackRock Investments and Deutsche Bank Trust Company Americas, as well as Fiduciary Trust Company. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis 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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Bianca O

Series 63, Series 66

Uniondale, NY

Eagle Strategies (NY Life)

Bianca Obrien is a financial advisor with Eagle Strategies (NY Life) based in Uniondale, NY, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has longstanding affiliations with New York Life Insurance Company and Nylife Securities Inc., where she has worked since the mid-1980s and early 1990s, respectively. Obrien serves on the board of the New Hyde Park Chamber of Commerce and is involved with The American College Alumni Council and The Caigh it Forward Inc., a nonprofit supporting scholarships and community events. Eagle Strategies serves a diverse client base, including individual investors and institutional plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides 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.

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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