MEET THE EAGLE STRATEGIES TEAM

Dwaine, a Certified Financial Planner professional, is a Corporate Vice President and Financial Planning Consultant with Eagle Strategies, a subsidiary of New York Life, and is responsible for supporting Eagle’s advisors with fee-based holistic financial planning case development and overall planning best practices. Dwaine has over 10 years of experience within the financial services industry and specializes in helping individuals and families work toward pursuing their financial goals. Dwaine worked as an Executive Financial Planner at Goldman Sachs prior to joining Eagle Strategies. Dwaine is FINRA Series 7 and 66 licensed.

Sarah Mayet is a Certified Financial Planner with a passion for helping clients achieve their financial goals. She holds a CFP certification® from Northwestern University and has years of experience working for both a large wirehouse and a small RIA. With a broad understanding of the financial services industry and the unique needs of clients, she takes a holistic approach to financial planning and enjoys the challenge of putting together all the pieces to see the full picture. Sarah is dedicated to helping clients navigate their financial journey with confidence.

Howard is a Certified Financial Planner and Corporate Vice President with Eagle Strategies, a subset of New York Life. He is responsible for supporting Eagle’s advisors with holistic comprehensive financial planning, coaching, and sharing best practices. Howard has nearly a decade of experience in the financial services industry and has a passion for helping people achieve financial success. Prior to joining Eagle Strategies, Howard worked for Charles Schwab and a boutique RIA where he specialized in working with high-net-worth households. He holds a BS in Mathematics and minor in Business from the University of Oregon. Howard is FINRA 7 and 66 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.

Joseph Guglielmo is a Senior Associate of Eagle Strategies. Joseph joins us with over eight years of experience working with Financial Advisors and their clients. He specializes in wealth management strategies and investment portfolio construction and analysis. Prior to joining Eagle Strategies, Joseph held Wealth Management positions at Oceanstate Financial Services, AMG Funds, and Oppenheimer & Co. Joseph earned his FINRA Series 7, 63 and 65 licenses and has a B.S. in Business Administration and Finance from the University of Rhode Island.

Bruce is a Corporate Vice President of Eagle Strategies, a subsidiary of New York Life, in the role of Wealth Management Portfolio Specialist. In this role, he supports our Financial Advisors to help them build their advisory business and meet their clients’ needs. Prior to joining Eagle Strategies, Bruce spent 14 years with Wells Fargo Capital Management. Bruce has worked for several NYC firms including Bear Stearns, Gruntal & Co., and Oppenheimer & Co and has over 28 years of experience in the brokerage industry. Bruce has an extensive sales and marketingbackground while working with financial advisors and high net worth clients. During his career, he has had success leading teams and managing client relationships with a consultative approach. Bruce earned his FINRA Series 7 and 65 licenses and has a B.A. in public administration from Miami University.