Milton, FL Office

Randy Wentz is a financial advisor with Eagle Strategies (NY Life) holding Series 65 and Series 63 licenses and two years of industry experience. His prior work includes positions at Reeder Financial Group, NYLIFE Securities LLC, New York Life Insurance Company, and Navy Federal Credit Union. He also operated Wentz Home Services for one year. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives and emphasizes fiduciary responsibilities, with the majority of its assets managed on a non-discretionary basis.

Jeremy Reeder is a financial advisor with Eagle Strategies (NY Life) based in Milton, FL, holding Series 63 and Series 65 credentials with 16 years of industry experience. He has been with Eagle Strategies since 2019 and also operates Reeder Financial Group, Inc., focusing on brokering non-registered insurance products. Reeder serves as a board member and secretary of the Santa Rosa County Chamber of Commerce and chairs the Santa Rosa Young Professionals Committee. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, charitable and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types, with the majority of assets under management handled on a non-discretionary basis.