White Plains, NY 44 South Broadway Suite 1801 Office

David Glaser is a CFP® and ChFC® with 21 years of experience in the financial services industry. He is affiliated with Eagle Strategies (New York Life) and has worked with both NYLIFE Securities and New York Life Insurance Company since 2004. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple program types tailored to client objectives and maintains a large advisory network within an integrated New York Life structure.

Bryan Mcbeth is a financial advisor with Eagle Strategies (NY Life) in White Plains, NY, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Eagle Strategies since 2010 and has longstanding ties to New York Life and Nylife Securities Inc dating back to 2002. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Loredana Denardo is a financial advisor with Eagle Strategies (NY Life) based in White Plains, NY, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her career includes roles at Morgan Stanley and New York Life Insurance Co. She is also a Notary Public since 2007. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services through a broad network of advisers. The firm emphasizes tailored solutions and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Darin Fass is a financial advisor with Eagle Strategies (NY Life) based in White Plains, NY. He holds Series 63 and Series 66 licenses and has 32 years of industry experience. Fass has been with Eagle Strategies since 2011 and has longstanding ties with New York Life Insurance Company and Nylife Securities LLC dating back to the early 1990s. He serves as a board member for the Alumni Association of the American College of Financial Services. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors, institutional clients, and plan sponsors. The firm offers multiple program types with an emphasis on tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Lilwyn Dyer is a financial advisor with Eagle Strategies (NY Life) and holds the ChFC® designation and Series 63 license. She has 23 years of industry experience, including roles at Nylife Securities and New York Life Insurance since 2001. Her other business activities include serving as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, charitable organizations, and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services emphasizing tailored recommendations and operates primarily on a non-discretionary asset management basis.

Donovan Williams is a financial advisor with Eagle Strategies (NY Life) in White Plains, NY, holding Series 63, 65, and 66 licenses and 25 years of industry experience. His prior work includes roles at Bank of America, Merrill, Citigroup, Prudential, David Lerner Associates, and Ernst & Young. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisers. The firm offers multiple program types tailored to client objectives and manages a substantial portion of assets on a non-discretionary basis.

Kiet Hua is a financial advisor with Eagle Strategies (New York Life) based in White Plains, NY, holding Series 63 and Series 66 licenses and with 23 years of industry experience. He has been with Eagle Strategies since 2016 and also works with NYLIFE Securities LLC and New York Life Insurance Company since 2015. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis, serving a diverse client base including defined contribution and defined benefit plans.

Jessica Kwon Kapadia is a financial advisor at Eagle Strategies (NY Life) with Series 63 and Series 66 licenses and four years of industry experience. She has worked at Eagle Strategies since 2024 and maintains concurrent roles with NYLIFE Securities LLC and New York Life Insurance Co, where she has been employed since 2012. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations delivered through multiple program types, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Alexis Ablezer is a financial advisor with Eagle Strategies (NY Life) based in White Plains, NY. He holds a Series 66 designation and has 16 years of industry experience, including roles at Merrill and New York Life. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Dom Rodriguez is a financial advisor with Eagle Strategies (NY Life) in White Plains, NY. He holds Series 63 and Series 66 designations and has six years of industry experience. His prior work includes ten years at Nexus Capital Markets and ongoing roles with NYLIFE Securities LLC and New York Life Insurance Co. Dom is also appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and fiduciary responsibilities, with the majority of assets managed on a non-discretionary basis.

Ali Agha is a financial advisor with Eagle Strategies (NY Life) based in White Plains, NY. He holds the ChFC® designation and Series 63 license, with 16 years of industry experience. His career includes roles at Eagle Strategies since 2017, Nylife Securities LLC since 2010, and New York Life Insurance Company since 2009. 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 assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Shant Tashjian is a financial advisor with Eagle Strategies (New York Life) based in White Plains, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Summit Risk Management, Summit Financial, and Purshe Kaplan Sterling Investments. In addition to advisory work, he serves as an arbitrator for FINRA Dispute Resolution Services, assisting with securities and employment disputes. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Michael Flinn Jr. is a financial advisor with Eagle Strategies (New York Life) holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Eagle Strategies, NYLIFE Securities, and New York Life since 2024, with prior roles at Silver Leaf Partners and Belle Haven Investments. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis.

Joseph Dominguez is a financial advisor with Eagle Strategies (NY Life) based in White Plains, NY. He holds a Series 66 designation and has one year of industry experience. Prior to joining Eagle Strategies, he has been affiliated with NY Life Securities LLC and New York Life Insurance Company since 2025. Outside of his advisory role, Mr. Dominguez has experience in education, having worked at several institutions including Pace University and Westchester Community College. Eagle Strategies serves a diverse client base, including individual investors, institutional plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Ian Lovegrove is a financial advisor at Eagle Strategies (NY Life) with 21 years of industry experience. He holds a Series 66 designation and previously worked at Hennion & Walsh, Inc. for 16 years, as well as First Republic Securities Company and First Republic Investment Management. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored solutions through various programs, with a majority of assets managed on a non-discretionary basis.