About Eagle Strategies, LLC

Salvador B. Arcadipane, JD, CFP®
Financial Planning Specialist
Sal is a Corporate Vice President and Financial Planning Specialist with Eagle Strategies, a subsidiary of New York Life, responsible for supporting Eagle’s advisors with financial planning case development, coaching, and planning best practices. Sal’s areas of expertise include tax planning, executive benefits, insurance, estate, and retirement planning. Prior to joining Eagle Strategies, Sal worked as an Executive Financial Planner at The Ayco Company, a subsidiary of Goldman Sachs. Sal has over six years of client-facing financial planning experience with high- and ultra-high-net worth clients. Sal graduated from Queens College of the City University of New York and from Rutgers School of Law–Newark. Sal is FINRA Series 7 and 66 licensed and holds Life and Health licenses.

Alexis Davis, CFP®; is a Senior Associate, Financial Planning Specialist and a member on the Center of Advisory Practices (CAPs) team. Alexis covers the North and South Regions. She is responsible for partnering with advisors and their staff to review and analyze clients’ financial situations and assists in the development of strategies, solutions, and implementation opportunities. Alexis also shares best practices within practice and case development. Prior to joining Eagle Strategies in May 2015, Alexis spent one year at UBS on the Wealth Management Team. She earned a B.A. in Business Studies with a concentration in Financial Planning from Stockton University. Alexis is FINRA Series 7 and 66 licensed and a CFP® professional.

Tim is a Corporate Vice President and Portfolio Specialist with Eagle Strategies, a subsidiary of New York Life, and is responsible for analyzing financial statements and offering guidance in positioning asset managers in client portfolios. Prior to joining Eagle Strategies in 2015, Tim was a Senior Director at Oppenheimer Asset Management where he partnered with financial advisors to present investment solutions to prospective clients and client portfolio reviews to their high-net-worth and institutional clients. Tim has over 15 years of investment experience and earned a BBA in Business Management from Hofstra University.  Tim is FINRA Series 7 and 65 licensed

Patrick Forand is a Senior Associate and Internal Consultant with Eagle Strategies, a subsidiary of New York Life, and is responsible for providing customized wealth management solutions to advisors and affluent clients.  Prior to joining Eagle Strategies in 2017, Patrick was an Investment Specialist with Merrill Lynch.  He has 5 years of experience in the financial services industry, also spending time with the Operations & Service team within Eagle Strategies.  Patrick is a graduate of Providence College where he earned a bachelor’s degree in Finance. He is FINRA Series 7, 63, 66 and 24 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.

Robert is a Corporate Vice President and Portfolio Specialist with Eagle Strategies, a subsidiary of New York Life, and is responsible for analyzing financial statements and offering guidance in positioning asset managers in client portfolios. Prior to joining Eagle Strategies in 2020, Robert worked as a National Accounts Manager for Invesco responsible for new business development and client relationship management with institutional platforms offering wealth management and retirement solutions. He has over 20 years of experience within Financial Services holding sales and investment product management positions at BNY Mellon, Merrill Lynch and Prudential. He earned an MBA degree in Finance from Fairleigh Dickinson University and a BS degree in Accounting from Rutgers University. Robert is FINRA Series 7 and 66 licensed.

Jeff is Senior Associate and Internal Consultant with Eagle Strategies, a subsidiary of New York Life, and is responsible for providing customized wealth management solutions to advisors and their affluent clients.  Jeff’s areas of expertise include the active management space with an emphasis in international markets, REITs, and alternative investments.  Jeff joined Eagle Strategies from our parent company New York Life’s NYLIFE Securities Operations team and New York Life’s subsidiary, New York Life Investment Management LLC where he held a sales role.  Prior to joining New York Life, Jeff worked as a Regional Advisor Consultant at Oppenheimer Funds where he helped drive sales in the Northern Virginia region, making it the number one region in 2015. Jeff also worked at Citigroup in a sales support role.  Jeff earned a BA in Communications from SUNY Albany, is FINRA Series 7 and 63 licensed, and is fluent in Spanish.