Graham Pettis, Wealth Advisor with Eagle Strategies LLC

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Maitland, FL
Graham Pettis, Wealth Advisor with Eagle Strategies LLC

Agent licensed to sell insurance through New York Life Insurance Company. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Wealth 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. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

495 North Keller Rd., Suite 150
Maitland, FL 32751
407-474-5931 (cell)

Insurance License # W712323

10/02/2026

These common financial traps can potentially drain your budget and erode your wealth-building capabilities.

These common financial traps will drain your budget and erode your wealth-building capabilities.

10/01/2026

For generations, a college degree held the promise of a well-paying job and financial stability — but, boy, have times changed!

A new business model nixes the frat parties and the student debt.

09/30/2026

Estate planning tips on social media don't always contain misinformation, but what worked for one family may end up causing yours a whole heap of trouble.

09/29/2026

One of the most overlooked pieces of an estate plan is insurance. But overlooking insurance can cause a bigger headache than you think.

09/28/2026

Gen X has had to adapt to a changing retirement landscape, with more responsibility for building their own financial future.

09/25/2026

While a solid financial plan tells you if you can afford to retire, a "second checklist" focused on purpose, relationships and well-being is also important.

09/24/2026

If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs. irrevocable. But only one may be right for you.

If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs irrevocable. But only one is right for you.

09/23/2026

Learn more about recent findings reflecting the multigenerational impact of 529s, tax-advantaged plans designed to help families save for college.

In 1996, federal legislation paved the way for states to offer 529 accounts — tax advantaged plans that allow families to save thousands of dollars for college. The investment accounts – now at 17 million with nearly $627 billion in assets – have transitioned from solely a college savings tool...

09/22/2026

Whether you’re a parent or grandparent, a 529 plan is one of the best ways to invest in a child’s future. That’s because these plans give you a tax-advantaged way to prepare for the cost of college, trade school—even K–12 tuition.
Reach out to me today and let me show you how easy it is to get started.

09/18/2026

While the world has evolved over the past 250 years, these financial principles from the founding fathers still offer a playbook for building wealth today.

Address

495 N Keller Road
Maitland, FL
32751

Website

http://www.newyorklife.com/

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