Dallas, TX Coit Rd Office

Jacob Howell is a CFP® professional with three years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Dallas, TX. He has worked at Howell Financial Group and New York Life entities since 2019. His early career includes roles at Young Life Columbia and Kanakuk Kamps. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory program types and manages a significant portion of assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Grant Howell is a financial advisor with Eagle Strategies (NY Life) in Dallas, TX, holding Series 63 and Series 65 designations and one year of industry experience. His prior roles include work with NYLIFE Securities, LLC and Bright & Associates, LLC. Outside of financial services, Howell has been involved with the Fellowship of Christian Athletes and Kanakuk Kamps. Eagle Strategies serves a diverse client base of individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm employs a range of program types and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.