Barrett Ethington, CLU in

Barrett Ethington, CLU

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Financial Advisor at Eagle Strategies, LLC
📍 Salt Lake City, Utah, United States

Barrett Ethington is a Financial Advisor at Eagle Strategies and a Licensed Agent with New York Life, holding the Chartered Life Underwriter (CLU) designation. He specializes in a variety of financial needs, including retirement planning, college funding, and lifetime income strategies for his clients.

His previous role as a Development Manager involved training, mentoring, and coaching other agents within the Utah General Office.

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Experience
16 Years
Current Role
Financial Advisor
Location
Salt Lake City, Utah, United States
Personality Overview

How Barrett shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Barrett cares about

Retirement Planning
Frequently posts about simplifying 401(k) savings, rollovers, and managing retirement funds, showing it's a key area of his professional focus.
Agent Development
His experience as a Development Manager focused on training, coaching, and skills mastery for other agents suggests a passion for professional growth in his industry.
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Career

Work history

5-2019
Financial Advisor
Eagle Strategies, LLC
8-2015 - 6-2019
Development Manager
New York Life Insurance Company
10-2013
Financial Services Professional
NYLIFE Securities LLC
4-2013
Licensed Agent
New York Life Insurance Company
3-2010 - 5-2011
Operations Manager
Nok.inc
In the press

Media appearances

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Education
Chartered Life Underwriter
The American College of Financial Services
2008 - 2012
Associate of Science (AS)
Salt Lake Community College
2006 - 2007
Licensed Broker
Utah Mortgage School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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