Greenville, SC Executive Center Drive Office

Team
Updated today

Client AUM

$31,248,885,097

Clients

132,722

Advisors

3

Of 2,484 advisors across 960 offices

Location

300 Executive Center Drive, Suite 200

Greenville SC 29615

Advisors at this office

3

Advisors at this office

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Tara W

Series 66, Series 63

Greenville, SC

Eagle Strategies (NY Life)

Tara Wray is a financial advisor with Eagle Strategies (NY Life) based in Greenville, SC. She holds Series 66 and Series 63 licenses and has 13 years of industry experience. Her career includes roles at NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored advice and solutions across various program types, emphasizing fiduciary responsibilities and predominantly managing assets 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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Alexander W

Series 63, Series 66

Greenville, SC

Eagle Strategies (NY Life)

Alexander Williams is a financial advisor with Eagle Strategies (NY Life) based in Greenville, SC, holding Series 63 and Series 66 licenses and five years of industry experience. His career includes roles at NYLIFE Securities LLC and New York Life Insurance, along with involvement at The Peace Center and Greenville Heritage FCU. Williams serves as a board member of the African American Prosperity Network and the Simpsonville Chamber, and volunteers at the Bon Secours Wellness Arena. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with a significant portion of assets managed 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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John M

ChFC®, Series 63

Greenville, SC

Eagle Strategies (NY Life)

John Mccallum Jr. is a financial advisor with Eagle Strategies (NY Life) based in Greenville, SC, holding the ChFC® and Series 63 designations. He has 32 years of industry experience, including roles at Nylife Securities LLC and New York Life Insurance Company. In addition to his advisory work, he is appointed with outside insurance carriers to broker non-registered insurance products. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations, primarily manages assets on a non-discretionary basis, and works 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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