Victor, NY Office

Nancy Woolver is a financial advisor with Eagle Strategies (NY Life) based in Victor, NY, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. She has been with Eagle Strategies since 2015 and has also worked with NYLIFE Securities LLC and New York Life Insurance Co since 2012. Outside of her advisory work, she serves as the chairperson of the Ambassador Committee for the Rochester Women’s Network, where she coordinates welcoming and onboarding new members. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services through a wide network of affiliated representatives. The firm offers multiple advisory programs and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis and fiduciary responsibility to retirement investors.

Philip Mcevoy is a financial advisor at Eagle Strategies (NY Life) with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with New York Life Insurance and Nylife Securities since 2005. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with a large portion of assets managed on a non-discretionary basis.

Kirk Dougherty is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® and Series 63 designations, with seven years of industry experience. His background includes roles at NYLIFE Securities LLC and New York Life Insurance Co. Outside of finance, Dougherty is an independent actor and singer who performs with various musical organizations across the United States. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis through a large network of affiliated advisors within the New York Life affiliate structure.

Jonathan Spacher is a financial advisor with Eagle Strategies, affiliated with New York Life, holding the ChFC® designation and Series 63 license. He has 44 years of industry experience, including roles at Eagle Strategies since 2007, Nylife Securities since 1982, and New York Life Insurance Company since 1972. Outside of advisory activities, he is involved in insurance brokering with outside carriers for non-registered investment-related insurance products. 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 across multiple program types and manages the majority of its assets on a non-discretionary basis, working with both retail and institutional sponsors within an integrated New York Life affiliate structure.

Michael Conley is a ChFC® credentialed financial advisor with 40 years of industry experience, currently with Eagle Strategies (NY Life). His career includes roles at NYLIFE Securities, New York Life Insurance Company, MML Investors Services, MassMutual, Hornor, Townsend & Kent, and Penn Mutual Life Insurance Company. He is also involved in insurance brokering with outside carriers for non-registered products. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm provides tailored advisory solutions across multiple program types, with a significant focus on non-discretionary asset management and serving a variety of institutional sponsors.

Bradley Dufrane is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 66 credentials and has 30 years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and MassMutual. Outside of his advisory work, he is an author of children's books and has volunteered as an unpaid film extra. Eagle Strategies serves a wide range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types and emphasizes tailoring recommendations to client objectives, with the majority of its assets managed on a non-discretionary basis.