Gerard Jr.

Business Planning & Strategic Analytics - Corporate Vice President at Eagle Strategies, LLC - New York, New York, US

Gerard Jr.'s Colleagues at Eagle Strategies, LLC
Lauren Ip

Learning and Development Specialist

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Joel Weir

Operations Specialist

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Kendall Winkle

Senior Associate Relationship Manager

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Anthony Musacchia

Senior Operations Specialist

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Gerard Jr.'s Contact Details
HQ
(888) 695-3245
Location
Company
Eagle Strategies, LLC
Gerard Jr.'s Company Details

Eagle Strategies, LLC

New York, New York, US • 1000 - 4999 Employees
Financial Services

Eagle Strategies, a wholly-owned subsidiary of New York Life Insurance Company, is a Registered Investment Adviser. Eagle Strategies offers our Financial Advisors a robust platform of financial solutions including financial planning, investment advisory programs, charitable investing, and brokerage services. Through our parent company New York Life, Advisors can also offer risk protection products including life insurance, long-term care insurance, and annuities. This wide range of high-quality financial products allows them to construct a tailored strategy designed to meet your specific financial goals. We believe that the best financial solutions are built when our Advisors have a thorough understanding of your current financial health as well as your short- and long-term goals. By working in partnership with you, they can identify the appropriate solutions for your individual situation and put you on a path toward achieving your financial objectives. Of course no plan can remain stagnant, as situations will arise that will require adjustments to a financial strategy. When this occurs, your Advisor will be well- positioned to help navigate those changes. To get started on implementing your financial strategy, click below to find an Advisor in your area: http://www.eaglestrategies.com/contact-us/ Eagle Strategies LLC (Eagle) is an investment adviser registered with the Securities and Exchange Commission and is notice filed with appropriate state securities authorities. Registration with the SEC does not imply a certain level of skill or training. Eagle is an indirect wholly owned subsidiary of New York Life Insurance Company. Eagle is not a broker-dealer or an insurance company and does not offer insurance products or brokerage services. * Any insurance recommendation or advice is given solely in an Eagle Investment Adviser Representative's role as an agent of New York Life Insurance Company or New York Life Insurance and Annuity Corporation.

Financial Planning Brokerage Tailored Financial Strategies Sec Registered Investment Advisor
Details about Eagle Strategies, LLC
Frequently Asked Questions about Gerard Jr.
Gerard Jr. currently works for Eagle Strategies, LLC.
Gerard Jr.'s role at Eagle Strategies, LLC is Business Planning & Strategic Analytics - Corporate Vice President.
Gerard Jr.'s email address is ***@eaglestrategies.com. To view Gerard Jr.'s full email address, please signup to ConnectPlex.
Gerard Jr. works in the Financial Services industry.
Gerard Jr.'s colleagues at Eagle Strategies, LLC are Lauren Ip, Joel Weir, Ian Donnelly, Kendall Winkle, Anthony Musacchia, Denis Moynihan, Jacob Phillips and others.
Gerard Jr.'s phone number is (888) 695-3245
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