Tyler, TX S Broadway Office

Team
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Eagle Strategies (NY Life)

Enterprise

Firm-wide stats for Eagle Strategies (NY Life)

Total advisors

2,503

Across 960 offices

Clients per advisor

53 Typical

Avg AUM per client

$235,446 Low

HNW client ratio

20% Typical

About

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 investment adviser representatives. Its filings and brochure describe work with individual investors, defined contribution and defined benefit plans, charitable and corporate clients, and note the firm’s role providing advisory services tied to insurance and annuity products.

The firm delivers advice and implements solutions through multiple program types — including financial plans, fee-based hourly advice, retirement plan consulting (CP and EIMP), co‑advisory relationships with third‑party managers, and the New York Life Premier Advisory Variable Annuity — and it emphasizes tailoring recommendations to client objectives and Plan Sponsor criteria. Eagle reports that the vast majority of its regulatory assets under management are non‑discretionary (about $30.3 billion of $32.0 billion as of December 31, 2025), and it describes fiduciary responsibilities to Retirement Investors under PTE 2020‑02 when making plan and rollover recommendations.

Noteworthy for an enterprise adviser, Eagle’s asset base is overwhelmingly managed on a non‑discretionary basis and its filings indicate relationships with a wide range of institutional sponsors, which the firm treats differently than typical retail business. The firm also operates within an integrated New York Life affiliate structure — with advisors also licensed as insurance agents and NYLIAC issuing the Advisory VA — and its regulatory disclosures describe prior SEC action regarding mutual fund share‑class conflicts and subsequent changes to disclosures and share‑class handling.

Based on Eagle Strategies (NY Life)

Expertise

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

Based on Eagle Strategies (NY Life)

Occupation focus

Founder/Business Owner Executive

Based on Eagle Strategies (NY Life)

Location

777 S Broadway, Ste 100

Tyler TX 75701

Advisors at this office

4

Advisors at this office

user avatar

Willis H

Series 66

Tyler, TX

Eagle Strategies (NY Life)

Willis Hopson is a Series 66 licensed financial advisor with three years of industry experience. He is currently affiliated with Eagle Strategies (NY Life) and TKW Financial, Inc. d/b/a Freedom Financial Group. Outside of financial advising, he holds a partial ownership in Galaxy Softwash LLC, a pressure washing company. Eagle Strategies serves a diverse client base including individuals, defined contribution and benefit plans, and corporate and charitable entities, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered primarily through non-discretionary asset management 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
user avatar

Eve B

Series 66

Tyler, TX

Eagle Strategies (NY Life)

Eve Brewer is a financial advisor at Eagle Strategies (NY Life) based in Tyler, TX, holding a Series 66 designation with two years of industry experience. She has worked with Eagle Strategies and related entities since 2021 and previously spent ten years at Claims Administrative Services. Outside of her advisory role, Brewer serves as a notary public. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and focuses on tailoring recommendations to client objectives, managing a 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
user avatar

Taylor W

Series 63, Series 65

Tyler, TX

Eagle Strategies (NY Life)

Taylor White is a financial advisor with Eagle Strategies (NY Life) in Tyler, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with Eagle Strategies since 2021 and has longstanding affiliations with New York Life and related entities. Outside of advisory work, he serves as chairman of the board for the University of Texas at Tyler's Center for Family and Small Enterprises and is active as a musician performing paid gigs. 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 a range of programs tailored to client and plan sponsor needs, with the majority of assets managed 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
user avatar

Daniel M

Series 66

Tyler, TX

Eagle Strategies (NY Life)

Daniel Musson is a financial advisor with Eagle Strategies (NY Life) based in Tyler, TX. He holds a Series 66 designation and has two years of industry experience. Prior to his current roles, he was involved with Lion and Lamb Ministries and High Quality Water. Musson also serves as a director of Camp Yeshua, a youth summer camp. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, defined contribution and defined benefit plans, and corporate and charitable clients. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed 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
View complete list of advisors at this office
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