David Brent Agee, CLU®, ChFC®, CASL®

Wealth Advisor • Financial Planner

Brent Agee Chartered Financial Consultant^® with over 25 years of success guiding individuals, families, and business owners through every stage of their financial journey.  He is a registered Investment Adviser with Eagle Strategies LLC and a Registered Representative with NYLIFE Securities LLC, Brent offers financial fee-based planning and asset management services rooted in leadership, integrity, and long-term relationships.

Brent holds Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Chartered Adviser for Senior Living (CASL®) designations. He is fully licensed for securities (FINRA Series 6, 63, 65 and 7) and insurance (CA Lic. #0C01511), offering a wide range of financial strategies including investment management, retirement planning, and insurance solutions.