Greenville, SC S Pleasantburg Drive Office

Henry McGee is a financial advisor with Eagle Strategies (NY Life) in Greenville, SC, holding Series 63 and Series 66 licenses and with 23 years of industry experience. He has been affiliated with New York Life and its related entities since 2002, including Generational Financial Partners LLC and Financial Resources, LLC. Outside of his advisory role, McGee serves as a volunteer basketball coach and holds board positions with local organizations such as the YMCA and St. Francis Advisory Board. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, focusing primarily on non-discretionary assets and delivering customized recommendations within an integrated New York Life affiliate structure.

Robert Clanton is a financial advisor with Eagle Strategies (NY Life) based in Greenville, SC. He holds Series 63 and Series 65 credentials and has 35 years of industry experience, including longstanding roles with New York Life Insurance and NYLIFE Securities. Outside of his advisory work, he is involved in insurance brokering with outside carriers for non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a variety of advisory programs tailored to client objectives, with most assets managed on a non-discretionary basis.

Michael Bostick is a financial advisor with Eagle Strategies (NY Life) based in Greenville, SC, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been affiliated with New York Life and its related entities since 2002 and currently operates Financial Resources, LLC, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most of its assets on a non-discretionary basis, working extensively within an integrated New York Life affiliate structure.