David Lewis's Location
Lynden, WA, US
David Lewis's Work
- Financial Adviser @ Eagle Strategies, LLC (New York Life Company)
- Agent @ New York Life
- Financial Services Professional @ NYLIFE Securities LLC
- Options Trader @ Self-Employed
- Forex Trader @ Self-Employed
David Lewis's Education
- Stanford University
Bachelor of Arts - BA (Philosophy)
2005 - 2011 - The University of Alabama
Master of Fine Arts - MFA (Creative Writing)
2014 - 2018
David Lewis's Skills
- Protection Planning/family Security
- Estate Planning
- 401 Rollovers
- Investments
- Whole Life Insurance
- Term Life Insurance
- Wealth Preservation Planning
- Retirement Planning
- Long Term Care Insurance
David Lewis's Summary
David Lewis, based in Lynden, WA, US, is currently a Financial Adviser at Eagle Strategies, LLC (New York Life Company), bringing experience from previous roles at New York Life Insurance Company, NYLIFE Securities LLC and Self-Employed. David Lewis holds a 2005 - 2011 Bachelor of Arts - BA in Philosophy @ Stanford University. With a robust skill set that includes Protection Planning/family Security, Estate Planning, 401 Rollovers, Investments, Whole Life Insurance and more, David Lewis contributes valuable insights to the industry. David Lewis has 3 emails on RocketReach.
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Top Eagle Strategies, LLC (New York Life Company) Employees
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ViewBret Kobler
Corporate Vice President at Eagle Strategies, LLC (New York Life Company)
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Jacob Mokry
Financial Advisor at Eagle Strategies, LLC (New York Life Company)
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ViewCarol Cameron
Corporate Vice President, Marketing and Communications at Eagle Strategies, LLC (New York Life Company)
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Eddy Wong
Corporate Vice President at Eagle Strategies, LLC (New York Life Company)
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Financial Advisor at Eagle Strategies, LLC (New York Life Company)
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Rose Gentile
Financial Adviser at Eagle Strategies, LLC (New York Life Company)
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David Duchene
Financial Adviser at Eagle Strategies, LLC (New York Life Company)
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ViewAli Goraya
Financial Services Representative at Eagle Strategies, LLC (New York Life Company)
Baltimore, Maryland, United States31 -
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Jerry Soni
Financial Advisor at Eagle Strategies, LLC (New York Life Company)
California, United States1
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