Fishkill, NY Office

Team
Updated today

Client AUM

$2,461,873,347

Clients

14,275

Advisors

2

Of 537 advisors across 195 offices

Location

300 Westage Business Center Drive Ste 190

Fishkill NY 12524

Advisors at this office

2

Advisors at this office

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Daffodil R

Series 63

Fishkill, NY

Bankers Life Advisory Services, Inc.

Daffodil Reid Alexander is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 63 license and seven years of industry experience. She has been with Bankers Life in various capacities since 2010 and is also involved in an online drop shipping business for bags operated with her husband. Additionally, she works as a real estate salesperson assisting buyers and sellers. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in their investment approach.

Wealth management Retired
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Brian E

Series 63

Fishkill, NY

Bankers Life Advisory Services, Inc.

Brian Engelhardt is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 63 designation and seven years of industry experience. He has been associated with various entities under Bankers Life since 2010, including Bankers Life & Casualty where he works as an insurance agent offering Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a blend of fundamental and technical analysis to manage client portfolios.

Wealth management Retired
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