Wakefield, MA Office

Christina O Connell is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. She has two years of industry experience and previously worked with Rocco Insurance & Financial Group, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of her advisory role, she serves as a notary public. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria, with a significant portion of its assets managed on a non-discretionary basis.

John Rocco is a financial advisor at Eagle Strategies (NY Life) with 13 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes roles at New York Life Insurance Company and NYLife Securities LLC since 2012, and he operates Rocco Insurance and Financial Group, focusing on New York Life products and services. He is also a shareholder of NYLARC Holding Company Inc., which reinsures life insurance policies he writes. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs tailored to client objectives and manages a predominantly non-discretionary asset base within an integrated New York Life affiliate structure.

John Howard Jr. is a financial advisor with Eagle Strategies (NY Life) based in Wakefield, MA, holding Series 63 and Series 65 designations with 19 years of industry experience. He has been associated with Eagle Strategies since 2009 and has operated under the DBA Rocco Insurance and Financial Group since 2019, brokering non-registered insurance products alongside his advisory role. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate framework.