New Orleans, LA Loyola Avenue Office

Team
Updated today
Eagle Strategies (NY Life) logo

Eagle Strategies (NY Life)

Enterprise

Firm-wide stats for Eagle Strategies (NY Life)

Total advisors

2,503

Across 960 offices

Clients per advisor

53 Typical

Avg AUM per client

$235,446 Low

HNW client ratio

20% Typical

About

Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management and retirement-plan advisory services through a large network of affiliated investment adviser representatives. Its filings and brochure describe work with individual investors, defined contribution and defined benefit plans, charitable and corporate clients, and note the firm’s role providing advisory services tied to insurance and annuity products.

The firm delivers advice and implements solutions through multiple program types — including financial plans, fee-based hourly advice, retirement plan consulting (CP and EIMP), co‑advisory relationships with third‑party managers, and the New York Life Premier Advisory Variable Annuity — and it emphasizes tailoring recommendations to client objectives and Plan Sponsor criteria. Eagle reports that the vast majority of its regulatory assets under management are non‑discretionary (about $30.3 billion of $32.0 billion as of December 31, 2025), and it describes fiduciary responsibilities to Retirement Investors under PTE 2020‑02 when making plan and rollover recommendations.

Noteworthy for an enterprise adviser, Eagle’s asset base is overwhelmingly managed on a non‑discretionary basis and its filings indicate relationships with a wide range of institutional sponsors, which the firm treats differently than typical retail business. The firm also operates within an integrated New York Life affiliate structure — with advisors also licensed as insurance agents and NYLIAC issuing the Advisory VA — and its regulatory disclosures describe prior SEC action regarding mutual fund share‑class conflicts and subsequent changes to disclosures and share‑class handling.

Based on Eagle Strategies (NY Life)

Expertise

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy

Based on Eagle Strategies (NY Life)

Occupation focus

Founder/Business Owner Executive

Based on Eagle Strategies (NY Life)

Location

639 Loyola Avenue, Suite 1900

New Orleans LA 70113

Advisors at this office

6

Advisors at this office

user avatar

John F

Series 63, Series 66

New Orleans, LA

Eagle Strategies (NY Life)

John Fahrmann is a financial advisor with Eagle Strategies (New York Life) based in New Orleans, LA, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Eagle Strategies since 2015 and is also associated with Nylife Securities LLC and New York Life Insurance Company. In addition to his financial advisory work, Fahrmann serves as a commissioner for the East Baton Rouge Parish Poll. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, charitable, and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, primarily on a non-discretionary basis, and integrates advisory solutions with insurance and annuity products through its affiliation with New York Life.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar

Jeffrey R

ChFC®, Series 63

New Orleans, LA

Eagle Strategies (NY Life)

Jeffrey Russolino is a ChFC® designated advisor with Eagle Strategies (NY Life) based in New Orleans, LA. He has 47 years of industry experience, including over three decades with New York Life Insurance Company and Nylife Securities Inc. Since 2010, he has been affiliated with Eagle Strategies. Eagle Strategies serves a diverse clientele including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions and manages the majority of its 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
user avatar

Timothy B

Series 66, Series 63

New Orleans, LA

Eagle Strategies (NY Life)

Timothy Babco is a financial advisor with Eagle Strategies (NY Life) in New Orleans, LA. He holds Series 66 and Series 63 licenses and has six years of industry experience. Prior to his current role, he worked at Cognizant and Louisiana State University. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages a significant majority of 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
user avatar

Robert S

Series 63, Series 65

New Orleans, LA

Eagle Strategies (NY Life)

Robert Seghers is a financial advisor with Eagle Strategies (New York Life) based in New Orleans, LA. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to his current role, he held various legal positions and founded Freelance Legal Exchange LLC. Outside of his advisory work, he serves as an officer in the Saint Benilde Men's Club, a charitable organization affiliated with St. Benilde Parish and school. Eagle Strategies provides financial planning, investment management, and retirement plan advisory services to individual and institutional clients. The firm emphasizes tailored solutions delivered through multiple program types, with a significant portion of assets managed 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
user avatar

Courtney K

Series 63, Series 65

New Orleans, LA

Eagle Strategies (NY Life)

Courtney Kramer is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. She has 12 years of industry experience, including roles at NYLife Securities LLC and New York Life Insurance Company since 2013. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its 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
user avatar

David G

ChFC®, Series 63, Series 66

New Orleans, LA

Eagle Strategies (NY Life)

David Guilford is a ChFC®-credentialed financial advisor with 10 years of industry experience. He has been with Eagle Strategies (NY Life) since 2020 and is also affiliated with NYLIFE Securities LLC and New York Life Insurance Co. since 2017. Prior to these roles, he worked at KRW International, Inc. from 2013 to 2017. Eagle Strategies serves a diverse client base, including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis, often working with defined contribution and defined benefit plans as well as charitable and corporate clients.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
View complete list of advisors at this office
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