Products & Services
Funding for Executive Compensation Plans
Funding for Qualified Retirement Planning (401(k) Plans,
SEP, Simple IRAs)
Business Continuation & Succession
Wealth Management Solutions
College Funding Options
Eagle Strategies, LLC
Investment Advisory Services
Phone: (203) 385-5232
Biography & Professional Experience
Scott is an experienced financial services professional with over 26 years in the industry. He offers expertise in insurance and investments with a client centered focus. As a financial adviser offering investment advisory services through Eagle Strategies, LLC, (a Registered Investment Adviser), Scott offers comprehensive financial planning and investment services on a fee basis.
Scott joined New York Life in 1986 as an agent in the Chicago Loop General Office and has held a wide variety of positions with New York Life over his career. These include General Agent for New York Life, in Heidelberg, Germany; Regional Training Officer, Senior Partner, Managing Partner, and Corporate Vice President in Connecticut, Maryland and New York; and Senior Vice President with New York Life International in Seoul, South Korea.
Prior to joining New York Life, Scott served as a commissioned officer in the U.S. Army. On active duty he served as a commander of a Cavalry Troop and a Tank Company and as a Military Advisor to the Lebanese Army. As a Reserve Officer, Scott was recalled to active duty for the Persian Gulf War and served with the VII Corps in Saudi Arabia and Kuwait. He is a graduate of the U.S. Army Airborne, Ranger, Armor Basic, Infantry Advanced, and Command & General Staff schools, and retired in 2005 as a Lieutenant Colonel.
Scott graduated from the United States Military Academy at West Point, NY in 1977. He earned a Masters of Science in Financial Services Management (MSM) from the American College in Bryn Mawr, PA, in1997. He also holds the professional designations of Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Chartered Leadership Fellow (CLF). He holds FINRA Series 6, 7, and 63 licenses as a Registered Representative with NYLIFE Securities, LLC (member FINRA/SIPC), a Licensed Insurance Agency.