Fort Wayne, IN Dupont Circle Drive West Office

Team
Updated today

Client AUM

$31,248,885,097

Clients

132,722

Advisors

2

Of 2,484 advisors across 960 offices

Location

9921 Dupont Circle Drive West, Suite 210

Fort Wayne IN 46825

Advisors at this office

2

Advisors at this office

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Neil B

ChFC®, Series 63, Series 66

Fort Wayne, IN

Eagle Strategies (NY Life)

Neil Bryson is a financial advisor with Eagle Strategies (NY Life) based in Fort Wayne, IN. He holds the ChFC® designation and has 24 years of industry experience. Prior to his current role, he worked at Distinctive Financial Resources LLC for three years. Outside of his advisory duties, he serves as a board member of the Northeast Indiana Passenger Rail Association and is vice president of the Heart of Jesus Home For The Dying. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

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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Kevin D

Series 63, Series 65

Fort Wayne, IN

Eagle Strategies (NY Life)

Kevin Davidson is a financial advisor with Eagle Strategies (New York Life) based in Fort Wayne, Indiana, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He is owner and partner of multiple affiliated entities, including Davidson Wealth Group, LLC and Eagle Wealth Partners LLC d/b/a Lifetime Wealth Partners, through which he sells New York Life products and brokers non-registered insurance products. He is also a shareholder in NYLARC Holding Company, Inc., involved in reinsurance activities. Eagle Strategies serves a wide range of 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, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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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