Eric Anderson in

Eric Anderson

Doer · DISC type sd
Financial Advisor at Eagle Strategies LLC
📍 New York City Metropolitan Area, United States

Eric Anderson is a Financial Adviser at Eagle Strategies LLC and a Partner with New York Life Insurance Company. He focuses on comprehensive financial planning, including retirement, college funding, and lifetime income strategies for individuals and businesses. He holds a Bachelor of Business Administration from the State University of New York at Oswego.

Outside of work, Eric is a family man who resides in Massapequa, NY, with his wife and two children. He is a passionate fan of the New York Islanders, showing strong ties to his Long Island community.

In 2018, Eric was honored by Long Island Business News with the prestigious "Top 40 Under 40" award for his professional achievements.

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Experience
9 Years
Current Role
Financial Advisor
Location
New York City Metropolitan Area, United States
Personality Overview

How Eric shows up

Risk-Accepting
Strategic Planner
Long-term Focused

They might take some time to make their mind up but once they do, they don't change it easily. Reading between the lines and seeing beyond your words comes naturally to them. They are very professional in their approach and can weigh multiple perspectives together.

Priorities

Topics Eric cares about

Retirement Strategies
A core part of his practice involves creating lifetime income strategies and helping clients prepare for a secure retirement.
Talent Development
As a Partner, his role includes a focus on recruiting, hiring, and developing the next generation of financial services professionals.
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Career

Work history

1-2022
Financial Advisor
Eagle Strategies LLC
2-2016
Licensed Agent
New York Life Insurance Company
8-2018 - 1-2022
Partner
New York Life Insurance Company
10-2016
Financial Services Professional
NYLIFE Securities LLC
In the press

Media appearances

Pride Notes – Alumni Spotlight on Eric Anderson, Financial Advisor at Eagle Strategies LLC. Featured in Greensboro College
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Education
2011 - 2015
Bachelor of Business Administration (B.B.A.)
State University of New York at Oswego
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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