Oklahoma City, OK W Britton Road Office

Team
Updated today

Client AUM

$31,248,885,097

Clients

132,722

Advisors

4

Of 2,484 advisors across 960 offices

Location

7733 W Britton Road

Oklahoma City OK 73132

Advisors at this office

4

Advisors at this office

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Foster W

CFP®, Series 66

Oklahoma City, OK

Eagle Strategies (NY Life)

Foster Wilcox is a CFP®-certified financial advisor with seven years of industry experience, currently with Eagle Strategies (NY Life) in Oklahoma City, OK. He has worked with Eagle 1 Companies, LLC d/b/a Cimarron Financial Group since 2023 and has a background that includes three years at Crossland Construction Company. Wilcox is also involved as an owner in business activities related to brokering non-registered insurance products. 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 advisors. The firm provides a variety of advisory programs tailored to client objectives 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
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Lee W

Series 63, Series 65

Oklahoma City, OK

Eagle Strategies (NY Life)

Lee Wilcox is a financial advisor with Eagle Strategies and New York Life, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Eagle Strategies since 2008 and also works with NYLIFE Securities Inc. Additionally, he brokers disability and life insurance products through Guardian 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 advisers. The firm emphasizes tailored recommendations and manages a significant portion 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
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Matthew S

Series 66

Oklahoma City, OK

Eagle Strategies (NY Life)

Matthew Swift is a financial advisor with Eagle Strategies (NY Life) based in Oklahoma City, OK. He holds a Series 66 credential and has three years of industry experience. Prior to his current roles, he worked for the Oklahoma Department of Transportation for 19 years. Swift operates a DBA under Cimarron Financial Group for selling New York Life products and services. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial asset base primarily on a non-discretionary basis across a broad spectrum of client types.

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

Series 63, Series 65

Oklahoma City, OK

Eagle Strategies (NY Life)

Frank Knox is a financial advisor with Eagle Strategies (NY Life) based in Oklahoma City, OK, holding Series 63 and Series 65 licenses with 39 years of industry experience. He has worked at NY Life Ins Co and Nylife Securities Inc. since 1987 and operates Knox Insurance and Investments Inc. since 2011. Outside of his advisory work, he is a board member of KickingBird Golf Club and is an owner-operator of a farm producing cotton and maize. Eagle Strategies serves 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 emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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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