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Alfredo Alves De Lima is a financial advisor with Eagle Strategies (New York Life), holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Eagle Strategies since 2019 and previously worked with Nylife Securities and New York Life Securities. Outside of his advisory role, he owns and manages a cattle ranch in Brazil. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis and a focus on advisory services connected to insurance and annuity products.

Eric Maher is a financial advisor with Eagle Strategies (NY Life) based in New York, NY, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has founded Diversified Services and has worked with notable firms including Northwestern Mutual and Cetera. Outside of advisory work, Maher serves in the New York State Assembly. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types and manages a majority of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Luca Damaro is a financial advisor with Eagle Strategies (New York Life) in New York, NY, holding a Series 66 designation and one year of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company, along with experience at Mode De Vie, Ferris Street Services, DezignKraft, and Mercato Trattoria. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Keith Zuckerberg is a financial advisor at Eagle Strategies (NY Life) with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including New York Life Insurance Co, Nylife Securities LLC, and Cetera Investment Services LLC. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm provides tailored solutions through multiple program types and primarily manages assets on a non-discretionary basis.

Robert Palumbo is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 66 registrations with eight years of industry experience. His prior roles include positions at Fidelity Investments, Citigroup, First Republic Bank, and Northwestern Mutual. Outside of his advisory work, he is involved in insurance brokering for non-registered products with appointments at outside carriers. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client and plan sponsor objectives, with a significant portion of its assets managed on a non-discretionary basis.

Ian Sawh is a financial advisor with Eagle Strategies (NY Life) based in New York, NY. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior experience 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 various advisory programs tailored to client objectives, with a focus on both retail and institutional relationships, and manages the majority of its assets on a non-discretionary basis.

Carlo Mantica is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 65 licenses and five years of industry experience. He has been affiliated with New York Life Insurance Company since 2020 and previously operated Mantica Ventures Inc. for 13 years. Aside from his advisory role, he is active as an insurance broker for non-registered products and property and casualty sales. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers advice through multiple program types, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Yolanda Colon is a financial advisor with Eagle Strategies (NY Life) based in New York, NY. She holds Series 63, 65, and 66 licenses and has nine years of industry experience. Her prior experience includes roles at Crisil Coalition Greenwich and UBS Financial Services. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of advisory programs and focuses on tailoring recommendations to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Emmanuel Adzadza is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 66 credentials and four years of industry experience. His background includes roles at Nylife Securities LLC and New York Life Insurance Company. He serves as a board member for The Butterfly Ghana Foundation, a nonprofit supporting children with special needs and from deprived backgrounds, and teaches fundamental IT education to the older immigrant community through Emmagret Business Services. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services, with an emphasis on tailored recommendations and a majority of assets managed on a non-discretionary basis.

Kevin Yang is a financial advisor at Eagle Strategies (NY Life) with 15 years of industry experience. He holds Series 63, 65, and 66 designations. His prior work experience includes roles at Nylife Securities LLC, New York Life Insurance Company, HSBC Bank USA, N.A., HSBC Securities (USA) Inc., and Capital One. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers and emphasizes tailored recommendations across multiple program types.

Lisa Smoltino is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Eagle Strategies since 2011 and has worked with New York Life Insurance Company and Nylife Securities LLC since 2008. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a network of affiliated representatives. The firm provides tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis.

Palki Mehta is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 65 licenses with 12 years of industry experience. She has longstanding engagements with New York Life Insurance Company and its affiliated entities since 2008. Mehta is also appointed as an insurance broker with outside carriers for non-registered insurance products. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria, with a significant portion of assets managed on a non-discretionary basis.

Cyrielle Rivera is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has held roles at New York Life Insurance Company, Nylife Securities LLC, Elle Financial Strategies, and The Firm Financial Group, LLC. Rivera is the founder of Boss Lady, a networking group that organizes educational seminars and events for professional women. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages a substantial majority of its assets on a non-discretionary basis, working extensively within the New York Life affiliate structure.

Steven Nikolopoulos is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 66 licenses. He has seven years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory work, he serves as the parish council president for Annunciation Greek Orthodox Church in Stamford, CT. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Inez Justine Aznar is a financial advisor with Eagle Strategies (NY Life) based in New York, NY. She holds a Series 66 designation and has 15 years of industry experience. Her prior roles include positions at Santander Securities, J.P. Morgan Chase Bank, and Capital One Investments Services. Outside of her advisory work, she volunteers with the National LGBT Chamber of Commerce New York and organizes local meetings for the Dynamico Business Referral Club. 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 a range of program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.