Albuquerque, NM Americas Parkway NE Office

Scott Wilson is a financial advisor with Eagle Strategies (NY Life) in Albuquerque, NM, holding Series 63 and Series 65 licenses and with four years of industry experience. He is also the owner of Peak Financial Services, LLC, which brokers New York Life insurance products and non-registered insurance products. Wilson serves as a board member of NAIFA New Mexico, a local chapter of the National Association of Insurance and Financial Advisors. 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 representatives. The firm emphasizes tailored recommendations and offers multiple program types, including retirement plan consulting and fee-based hourly advice.

Vinod Mehta is a financial advisor with Eagle Strategies (New York Life), holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with New York Life since 2002. Outside of his advisory role, he is a shareholder in NYLARC Holding Company, Inc., which reinsures life insurance policies he writes with New York Life. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis.

Angelo Valdez is a financial advisor with Eagle Strategies, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been associated with New York Life and its affiliated entities since 2013. Based in Albuquerque, NM, he currently works with Eagle Strategies, a large enterprise firm. Eagle Strategies serves both individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions across various program types and manages a substantial portion of assets on a non-discretionary basis through its integrated structure with New York Life.

Jay Livingston is a financial advisor with Eagle Strategies (NY Life) based in Albuquerque, NM, holding Series 63 and Series 65 licenses, and has 27 years of industry experience. He has been a Certified Financial Planner since 2010 and operates JFL Financial P.C., through which he sells New York Life products and brokers non-registered insurance products. Outside of advisory activities, he is a partner in a personal boat ownership LLC, Windward Charters, LLC. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides a range of program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Anthony Caligaris is a financial advisor with Eagle Strategies (New York Life) based in Albuquerque, NM, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been affiliated with New York Life and its related entities since 2011. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.