As a trusted advisor, Marlon is setting new standards by skillfully and methodically assessing the needs of families, individuals, business owners, executives, and the self-employed. He assists and guides them in wealth creation and preservation.
Marlon takes a personal approach to every aspect of his business with a commitment to simplify the complexities of financial decisions . He is passionate about providing great value and seeking customized solutions for each client's unique situation, whether it’s financial and insurance strategies, tax diversification, employee benefits, estate planning, estate tax mitigation, or wealth creation and distribution.
To help advance the needs of his clients, Marlon is studying to become a Certified Financial Planner (CFP®) through the American College of Financial Services’. His professional affiliations include the New York State Society of CPAs –where he acts as the President for the Society’s Toastmasters Club and sits on the Estate Planning, Family Office, Taxation of Individuals, and Business Continuation Planning Committees.
In addition to a Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.
Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.
California Insurance license number is 0M73984.
Easily accessible through 4,5,6,7, E and M trains at the heart of Midtown in the historic Graybar Building adjacent to the beautiful Grand Central Terminal
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