Cherilyn Taylor is a financial advisor with Eagle Strategies (New York Life) based in Waltham, MA, holding Series 66 and Series 63 licenses with five years of industry experience. Her work history includes roles at Fairway Group LLC, Capital Edge Insurance & Financial Services, and New York Life Insurance Company. She is also appointed as an insurance broker for non-registered products with outside carriers. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement plan advisory services through a large network of affiliated advisers, with a focus on tailored solutions and predominantly non-discretionary asset management.

Andrew Levenson is a financial advisor at Eagle Strategies (NY Life) based in Waltham, MA, with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has held positions at firms including Park Avenue Securities, Guardian Life Insurance Company, and Hornor Townsend & Kent. He has been with Eagle Strategies and affiliated New York Life entities in various roles since 2007. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm delivers tailored solutions across multiple program types and manages a substantial asset base primarily on a non-discretionary basis, working with a wide range of institutional sponsors.

Hugh Campbell is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds a Series 66 credential and has one year of industry experience. His prior work includes roles at NYLIFE Securities LLC, Atlantic Planning Group, and several other firms and organizations. 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, with a significant portion of assets managed on a non-discretionary basis and a focus on fiduciary responsibilities for retirement investors.

Lee Dean is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been affiliated with Eagle Strategies since 2001 and also operates Dean Financial Group LLC. Outside of his advisory work, he is an investor in a software security company. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm focuses on tailoring recommendations to client objectives and plan sponsor criteria, with the majority of its assets managed on a non-discretionary basis.

Crystal Turner is a CFA® charterholder and Series 63 licensee with three years of industry experience. She has worked with Eagle Strategies (NY Life) since 2023 and has prior experience at Nylife Securities LLC, New York Life Insurance Company, Legacy Enterprises, and Loomis Sayles. Outside of her advisory role, she is an independent contractor with Volo Boston, a coed adult social sports league. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with the majority of its assets managed on a non-discretionary basis.

Sheri Hendricks is a financial advisor with Eagle Strategies (New York Life) based in Waltham, MA. She holds Series 63 and Series 66 registrations and has 10 years of industry experience. Her career includes roles at firms such as MassMutual Life Insurance Company, LPL Financial LLC, and Prudential Insurance Company of America. Hendricks operates West of Center Financial, LLC, a business that offers New York Life products and brokers non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm emphasizes tailored recommendations and delivers most of its advisory services on a non-discretionary basis within an integrated New York Life affiliate structure.