Oceanside, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$31,248,885,097
ClientsTotal clients
132,722
AdvisorsAdvisors at this office
2
Of 2,484 advisors across 960 offices
Location
Oceanside CA
Advisors at this office
2
Advisors at this office
Megan W
CFP®, ChFC®, Series 63, Series 66
Oceanside, CA
Eagle Strategies (NY Life)
Megan Ward is a financial advisor with Eagle Strategies (New York Life), holding the CFP® and ChFC® designations and over 16 years of industry experience. She also operates MW Financial & Insurance Solutions, through which she brokers insurance products not offered by New York Life. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.
Laurel P
Series 66
Oceanside, CA
Eagle Strategies (NY Life)
Laurel Packham is a financial advisor with Eagle Strategies (NY Life) based in Oceanside, CA. She holds a Series 66 designation and has 23 years of industry experience. Laurel has been affiliated with Eagle Strategies and New York Life since 2013 and 2014, respectively. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.
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