Glen Allen, VA Cox Road Office

Linda Poole is a financial advisor with Eagle Strategies (NY Life) in Glen Allen, VA, holding Series 63 and Series 66 licenses and with nine years of industry experience. She has worked with New York Life Insurance Company, NYLIFE Securities LLC, and currently operates Victory Formation Insurance and Financial Services, LLC. Outside of her advisory role, Poole volunteers as a board member of Safe Harbor, an organization serving individuals affected by domestic violence, and is active in the Delta Sigma Theta Sorority, a service sorority focused on community service. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and retirement advisory services. The firm offers tailored solutions through various program types, emphasizing fiduciary responsibilities and largely managing assets on a non-discretionary basis.

Walter Dance is a financial advisor with Eagle Strategies (NY Life) based in Glen Allen, VA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his career in financial services, he spent 11 years operating Dance's Sporting Goods. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Patricia Branch is a CFP® and ChFC® with 15 years of industry experience, currently serving at Eagle Strategies (NY Life) since 2018. She has held roles with Nylife Securities LLC and New York Life Insurance Company since 2012. Branch is a board member of the Children's Hospital Foundation in Richmond, supporting its programs and participating in gift shop activities. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of advisors. The firm offers multiple advisory programs tailored to client objectives and maintains a predominantly non-discretionary asset base.

Matthew Rubin is a financial advisor with Eagle Strategies (NY Life) based in Glen Allen, VA. He holds Series 63 and Series 66 designations and has 12 years of industry experience. Rubin has been affiliated with Eagle Strategies since 2021 and with New York Life and Nylife Securities LLC since 2013. He serves as a board member for the FORE Foundation, focusing on fundraising and coordinating community charity events. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm emphasizes tailored advice through various program types and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

James Martin is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® and Series 63 credentials and has five years of industry experience. He has worked with several related firms including NYLIFE Securities LLC and New York Life Insurance Co., and he owns Country & Lake Life Financial Strategies, LLC. Martin serves as president of the SML Rotary Club, which supports nonprofit activities in Bedford and Franklin County, VA, and he is a board member of the BNI Smith Mountain Lake networking group. Eagle Strategies provides financial planning, investment management, and retirement plan advisory services to individual, institutional, charitable, and corporate clients. The firm offers a range of advisory programs, emphasizing tailored solutions and fiduciary responsibilities, with the majority of its assets managed on a non-discretionary basis.

Andrew Sanborn is a financial advisor with Eagle Strategies (New York Life) in Glen Allen, VA, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with Eagle Strategies since 2021 and with New York Life Insurance Company since 2000. Outside of his advisory role, he volunteers as a Cub Scout Pack Leader and serves on the board of Comfort Zone Camp, a bereavement organization. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, defined contribution and defined benefit plans, and charitable and corporate entities. The firm delivers tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis.

Rodney Perkins is a CFP® with 16 years of industry experience, currently with Eagle Strategies (NY Life). He has been associated with Eagle Strategies since 2012 and has operated Rsp Wealth Strategies LLC since 2016. Perkins is also involved in cryptocurrency investing as a passive investor. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs tailored to client objectives and primarily manages assets on a non-discretionary basis.

William Harris is a financial advisor with Eagle Strategies (NY Life) based in Glen Allen, VA. He holds the ChFC® and Series 63 designations and has 16 years of industry experience. His career includes roles at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. Eagle Strategies serves a diverse client base, including individual investors and institutional plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.