Lexington, KY Lewis Hargett Circle Office

Team
Updated today

Client AUM

$31,248,885,097

Clients

132,722

Advisors

2

Of 2,484 advisors across 960 offices

Location

444 Lewis Hargett Circle, Suite 115

Lexington KY 40503

Advisors at this office

2

Advisors at this office

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Oscar B

Series 63, Series 65

Lexington, KY

Eagle Strategies (NY Life)

Oscar Brewer is a financial advisor with Eagle Strategies (NY Life) in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been affiliated with Eagle Strategies since 2023 and operates under the DBA Wealth Coach of Kentucky. Brewer serves as a board member for the Cave Run Water Commission and Big Woods Community Church and is owner of a local lawn mowing business. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, 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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Larry B

Series 63, Series 65

Lexington, KY

Eagle Strategies (NY Life)

Larry Botts is a financial advisor with Eagle Strategies (New York Life) based in Lexington, KY, holding Series 63 and Series 65 credentials and bringing 53 years of industry experience. He has worked with New York Life since 1967 and has operated his own firms, including Generation Strategies, LLC and Wealth Coach of Kentucky DBA Larry Botts and Associates. Outside of advising, he serves as a board member for the Boyer Building Business Condominiums Council of Co-Owners and holds passive investments in various ventures including digital advertising and medical devices for the Thoroughbred horse industry. Eagle Strategies serves individual and institutional clients through a broad network of affiliated advisers, offering financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored solutions across multiple program types and manages the majority of its 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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