New York, NY New York Life Ins Company Office

Stephen Lee is a financial advisor with Eagle Strategies (New York Life) in New York, NY, holding a Series 66 credential and bringing 19 years of industry experience. His career includes roles at KPG Capital Partners, Bank of America, Merrill, and Columbia Management Advisors. Outside of his advisory work, he is appointed as an insurance broker and property and casualty sales contractor with outside carriers. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and manages most assets on a non-discretionary basis.

Jemal Carter is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding the ChFC® designation and Series 63 license. He has 13 years of industry experience, including roles at Eagle Strategies since 2019, Nylife Securities LLC since 2013, and New York Life Insurance Company since 2012. Outside of his advisory work, Carter is involved in motivational speaking and writing through his Carter Family Business Group, focusing on helping individuals transition from traditional employment to entrepreneurship and pursuing their passions. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored advice and offers multiple program types, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.