Meet Our Team

Sarah McAllister, Financial Adviser

Sarah McAllister, Financial Adviser For Eagle Strategies

My name is Sarah McAllister and I am a local Financial Adviser in Volusia County, Florida. I am a Daytona Beach, Florida native an am proud to serve our community (as well as the neighboring communities) .

I received A Bachelors Degree from University of Central Florida in Marketing & Business. I hold a 215 licensce as well FINRA Series 6, 63, 7 & 65 licenses.

I love to surf, archery hunt, work out, listen to podcasts and watch stand up comedy. Read my full bio here

Sher Ramkissoon, Client Services Coordinator

Sher Ramkissoon, Client Services Coordinator for Eagle Strategies LLC

Sher is our Client Services Coordinator who joined the team in 2018. Sher graduated from Montclair State University located in Montclair, New Jersey with a Bachelor of Arts Degree in Political Science and Pre-Law.  

 

She grew up in New Jersey but moved to Florida with her husband and daughter a few years ago. Since then she has been blessed with another little girl. Sher enjoys going to the beach, spending time with family and working. Yes you read that right... Sher loves working!

 

When she moved to Florida she was in search of a profession that would give her the flexibility to raise her daughters but also challenge her. It was also important that she join a team that let her work creatively in order to help the business become more efficient and successful.

 

Since working together she has helped our business not only grow, but still maintain the ability to provide excellent service to our clients. Sher is a great example of a strong mother who values having a career but also raising her children and be there for them. She is a great role model for her daughters and we are lucky to have her.

 

Alexis Davis, Financial Planning Specialist

Alexis Davis, Financial Planning Specialist For Eagle Strategist LLC Daytona FLAlexis Davis is a Senior Associate, Financial Planning Specialist and is a member on the Center of Advisory Practices (CAPs) team. Alexis covers the North and South Regions. She is responsible for partnering with advisors and their staff to review and analyze clients' financial situations and assists in the development of strategies, solutions, and implementation opportunities. Alexis' also shares best practices within practice and case development.

Prior to joining Eagle Strategies in May 2015, Alexis spent one year at UBS on the Wealth Management Team. She earned a B.A. in Business Studies with a concentration in Financial Planning from Stockton University. The financial planning program was certified by the CFP® Board making her a candidate for the exam. Alexis is FINRA Series 7 and 66 licensed.

Jon-Paul Weiss, Internal Consultant

Jon-Paul Weiss Internal Consultant For Eagle Strategist LLC Daytona FLJon-Paul is a Senior Associate and Internal Consultant with Eagle Strategies, a subsidiary of New York Life, and is responsible for providing customized wealth management solutions to advisors and affluent clients. Jon-Paul has 12 years of experience in the financial services industry, including serving on the sales side and supporting clients at Advisor Group and IndexIQ. Jon-Paul earned a BA from Wagner College and is FINRA Series 7 and 63 licensed.

Working with our team

We understand the importance of transparent communication and understanding what role our clients want us to play in their financial planning. We value working with them as a team and involve them in the planning process. Then they can learn and feel empowered by gaining knowledge about finances and insurance. We also understand that many of our clients want us simply to take this project off their hands. Nonetheless, we feel honored and enjoy being a part of the process!

To Schedule a Complimentary Consultation Call 386.275.1322 or click here. 

 

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