Toledo, OH Washington Street Office

Kathryn Kelley is a financial advisor with Eagle Strategies (NY Life) in Toledo, OH, holding a Series 66 credential and bringing 26 years of industry experience. She has held roles at several firms including Premise Financial Group, Silas Parker & Associates, Salem Financial Group, and The Huntington Investment Company. Outside of her advisory work, she serves on the boards of Advocating Opportunity, the Arts Commission of Greater Toledo, and Lourdes University. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, defined contribution and benefit plans, and corporate and charitable organizations. The firm emphasizes tailored advice and manages most assets on a non-discretionary basis within an integrated structure affiliated with New York Life.

Nadeem Salem is a ChFC® credentialed financial advisor with Eagle Strategies (NY Life) in Toledo, OH, bringing 34 years of industry experience. He has worked with Eagle Strategies and affiliated entities since 2008 and has operated Salem Financial Group since 2016. Outside of his advisory role, Salem serves as a director appointed by county commissioners on the Toledo Lucas County Port Authority board and holds board and advisory positions with the University of Toledo Foundation and College of Business and Innovation. He is also the finance committee chair for the Islamic Society of Northwest Ohio. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of program types and emphasizes tailored recommendations, with the majority of its assets under management overseen on a non-discretionary basis.