Jonathan Morrill is a financial advisor at Eagle Strategies (NY Life) with five years of industry experience. He holds Series 65 and Series 63 licenses. Prior to his current role, he worked at Trindent Consulting and Procter & Gamble. Outside of finance, he owns Pi Design Boston, a small business specializing in custom embroidery services. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement plan advisory services. The firm provides tailored advice through various program types and works extensively with retirement plans and insurance-related products.

Sandra Mazzola is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. She holds the Series 63 and Series 65 licenses and has 14 years of industry experience. Her career includes roles at Eagle Strategies since 2019 and Next Generation Wealth, LLC since 2016. Outside of advisory work, she is involved in several real estate ventures as an owner and partner. Eagle Strategies serves a broad range 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, focusing primarily on non-discretionary assets and fiduciary responsibilities, particularly in retirement plan consulting.

Cherilyn Taylor is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 66 licenses with five years of industry experience. Her career includes roles at Fairway Group LLC, Capital Edge Insurance & Financial Services, and New York Life Insurance Company. In addition to her advisory work, she is appointed as an insurance broker for non-registered products. 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 options and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

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 (NY Life) based in Waltham, MA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her career includes roles at firms such as MassMutual Life Insurance Company, Prudential Insurance Company of America, and Edward Jones. She operates West of Center Financial, LLC, through which she sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers multiple program types, with the majority of its assets managed on a non-discretionary basis.