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. I am an Agent licensed to sell insurance through New York Life Insurance Comp
any and may be licensed with various other independent unaffiliated insurance companies in the states of Texas, Illinois, Florida, Washington, New Jersey, Georgia, Louisiana. No insurance business may be conducted outside these states referenced. I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser in the states of Texas, Illinois, Washington, Georgia, Louisiana. As such, these services are strictly intended for individuals residing in the states referenced. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of Texas, Illinois, Washington, Georgia, Louisiana. No offers may be made or accepted from any resident outside the specific states referenced. Neither Graystone Wealth Solutions, LLC nor New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. Graystone Wealth Solutions, LLC is not owned or operated by New York Life Insurance Company or its affiliates. Registered Branch Address:
12201 Merit Drive
Suite 1000
Dallas, TX 75251
Cel. 949.500.2183 Bus. 972.774.2306
Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.
