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Scott S

ChFC®, Series 63

Winston Salem, NC

Eagle Strategies (NY Life)

Scott Stewart is a financial advisor at Eagle Strategies (NY Life) with 39 years of industry experience. He holds the ChFC® and Series 63 credentials and has worked at NYLIFE Securities, LLC and N.Y. Life Insurance Company since 1986. Stewart also owns Stewart Financial Services, Inc. and serves as a board member of the Clemmons Moravian Church, overseeing finances and operations. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis and a significant focus on institutional retirement plan 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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