Sal is a Corporate Vice President and Financial Planning Specialist with Eagle Strategies, a subsidiary of New York Life, responsible for supporting Eagle’s advisors with financial planning case development, coaching, and planning best practices. Sal’s areas of expertise include tax planning, executive benefits, insurance, estate, and retirement planning. Prior to joining Eagle Strategies, Sal worked as an Executive Financial Planner at The Ayco Company, a subsidiary of Goldman Sachs. Sal has over six years of client-facing financial planning experience with high- and ultra-high-net worth clients. Sal graduated from Queens College of the City University of New York and from Rutgers School of Law–Newark. Sal is FINRA Series 7 and 66 licensed and holds Life and Health licenses.
Alexis Davis, CFP®; is a Senior Associate, Financial Planning Specialist and a member on the Center of Advisory Practices (CAPs) team. Alexis covers the North and South Regions. She is responsible for partnering with advisors and their staff to review and analyze clients’ financial situations and assists in the development of strategies, solutions, and implementation opportunities. Alexis also shares best practices within practice and case development. Prior to joining Eagle Strategies in May 2015, Alexis spent one year at UBS on the Wealth Management Team. She earned a B.A. in Business Studies with a concentration in Financial Planning from Stockton University. Alexis is FINRA Series 7 and 66 licensed and a CFP® professional.
Tim is a Corporate Vice President and Portfolio Specialist with Eagle Strategies, a subsidiary of New York Life, and is responsible for analyzing financial statements and offering guidance in positioning asset managers in client portfolios. Prior to joining Eagle Strategies in 2015, Tim was a Senior Director at Oppenheimer Asset Management where he partnered with financial advisors to present investment solutions to prospective clients and client portfolio reviews to their high-net-worth and institutional clients. Tim has over 15 years of investment experience and earned a BBA in Business Management from Hofstra University. Tim is FINRA Series 7 and 65 licensed.
Jacqueline is a Senior Associate and Financial Planning Specialist with Eagle Strategies, a subsidiary of New York Life, and is responsible for supporting Eagle Advisors through the financial planning process, including helping advisors leverage eMoney Advisor, assisting in data reviews, case design, and plan creation. Prior to joining Eagle Strategies in 2018, Jacqueline worked at Lincoln Financial Advisors, and was also a Wealth Manager with LPL Financial. Jacqueline graduated from Boston College with a BA in Economics and is a CFP® practitioner. Jacqueline is FINRA Series 7 and 66 licensed and holds Life and Health Insurance licenses.
Michael is a Corporate Vice President and Portfolio Specialist with Eagle Strategies, a subsidiary of New York Life, responsible for analyzing financial statements and offering guidance in positioning asset managers in client portfolios. Prior to joining Eagle Strategies in 2015, Michael worked as a Financial Advisor and Sales Supervisor in Wealth Management for over 16 years. He has held positions at Merrill Lynch, Fidelity Investments, and TIAA. He graduated from the University of South Carolina where he earned a BA in Economics, is a Certified Financial Planner™ certificant, is FINRA Series 7, 63, and 65 licensed, and has earned his New Jersey Life and Health Insurance Producer license.
Jeff is Senior Associate and Internal Consultant with Eagle Strategies, a subsidiary of New York Life, and is responsible for providing customized wealth management solutions to advisors and their affluent clients. Jeff’s areas of expertise include the active management space with an emphasis in international markets, REITs, and alternative investments. Jeff joined Eagle Strategies from our parent company New York Life’s NYLIFE Securities Operations team and New York Life’s subsidiary, New York Life Investment Management LLC where he held a sales role. Prior to joining New York Life, Jeff worked as a Regional Advisor Consultant at Oppenheimer Funds where he helped drive sales in the Northern Virginia region, making it the number one region in 2015. Jeff also worked at Citigroup in a sales support role. Jeff earned a BA in Communications from SUNY Albany, is FINRA Series 7 and 63 licensed, and is fluent in Spanish.
Fred is a Senior Associate and Internal Consultant with Eagle Strategies, a subsidiary of New York Life, and is responsible for providing customized wealth management solutions to advisors and affluent clients. He has 4 years of experience in the financial services industry, previously spending time with the Operations & Service team within Eagle Strategies. Fred is a graduate of Bates College where he earned a BA in Economics and was a two-time All-American lacrosse player. He is FINRA Series 7, 66 and 24 licensed.
Jon-Paul is a Senior Associate and Internal Consultant with Eagle Strategies, a subsidiary of New York Life, and is responsible for providing customized wealth management solutions to advisors and affluent clients. Jon-Paul has 12 years of experience in the financial services industry, including serving on the sales side and supporting clients at Advisor Group and IndexIQ. Jon-Paul earned a BA from Wagner College and is FINRA Series 7 and 63 licensed.
Howard is a Corporate Vice President and Financial Planning Specialist with Eagle Strategies, a subsidiary of New York Life, and is responsible for supporting Eagle’s advisors with financial planning case development, coaching, and planning best practices. Prior to joining Eagle Strategies in 2014, Howard worked as Director of the Case Consulting unit in MetLife’s financial planning division. In this capacity, he led a team of consultants in developing customized, client-centric solutions. He established critical metrics for both his team and the financial planning department as a whole, including plan implementation. Howard has created over 1,000 financial plans in his career and has been actively involved with the training of advisors and staff with a particular focus on transitioning to a holistic planning practice as well as establishing best practices and efficiencies to streamline the planning process. Howard earned a BA in English from Ithaca College. Howard has been a CFP® charterholder since 1996 and is an active member of the Financial Planning Organization (FPO).
