Randy Lee Wentz, Financial Advisor with Eagle Strategies LLC

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Randy Lee Wentz, Financial Advisor with Eagle Strategies LLC Financial Advisor helping families and business owners develop a sound financial strategy Knowledge is the key to a successful financial future.

My goal is to help to manage risk and optimize financial growth. My experience, professionalism and access to a wide variety of products and services can help you meet your personal and business financial goals, estate strategies, exit strategies, and insurance needs. As an executive, entrepreneur, and financial services professional, I bring diverse experience in business ownership, sales and marketing, banking, insurance, risk management, fraud prevention, and operational leadership. My career reflects a strong record of achievement in business development, customer relationship management, financial analysis, regulatory compliance, and team leadership. 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 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. Neither Reeder Financial Group, nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Reeder Financial Group is not owned or operated by New York Life Insurance Company or its affiliates. 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. Office Address: 5702 Pebble Ridge Drive, Milton, FL 32583

Phone: (850) 206-5885

Warren Buffett, Beyoncé, Jay-Z and Shaquille O’Neal have all shared their thoughts on inheritance—and their approaches m...
10/15/2026

Warren Buffett, Beyoncé, Jay-Z and Shaquille O’Neal have all shared their thoughts on inheritance—and their approaches may surprise you.

This Kiplinger article looks at how several well-known people think about passing wealth to the next generation, and raises an interesting question: What do you want the wealth you’ve built to do for the people you care about?

Check out the article here:

https://bit.ly/4ylMRV2

If it gets you thinking about your own plans, send me a message.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
10/05/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

More than 25 million young adults now live with their parents, the highest number on record. What’s going on?Half of rec...
09/30/2026

More than 25 million young adults now live with their parents, the highest number on record. What’s going on?
Half of recent grads are moving back home after finishing school. While living with parents can have its own challenges, many of them see it as an opportunity to save—and use what they'd have spent on rent to travel, chip away at debt, or just get some breathing room before the next step.
Check out the full story here:
https://bit.ly/4z9CEft
If this sounds like you, or someone you know, send me a message and let's talk.

New York Life's latest Wealth Watch survey has the numbers behind that gap. 61% of Americans now have a plan, up from 58...
09/16/2026

New York Life's latest Wealth Watch survey has the numbers behind that gap. 61% of Americans now have a plan, up from 58% last year. But confidence that those savings will last a lifetime dropped 21 points in the same span.
One factor that made a real difference? People working with a financial professional felt far more hopeful, prepared, and excited about retirement than those without one. Check out the full results here.

If you'd like to talk through what planning built around your specific goals could look like, just send me a message and we'll find a time to connect.

According to new research from New York Life's Wealth Watch survey, Americans seek financial stability and prioritize retirement confidence

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.
09/07/2026

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.

Address

5702 Pebble Ridge Drive
Milton, FL
32583

Telephone

+18502065885

Website

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