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                                  My Background
                                Greg and his kids

                                My Background

                                Gregory S Shelton, LUTCF


                                As a Financial Advisor with Eagle Strategies LLC, I sincerely believe that most people want to do what's right: right for themselves, right for their families, and right for their communities. In fact, that's one of the reasons I joined New York Life.  I wanted the opportunity to work somewhere that made it easy for other people to do what was right, and more importantly, made it easy for me do right by them.

                                You can take comfort in the fact that I have been a proud resident of St Tammany Parish, and therefore have a vested interest in seeing my friends and neighbors succeed.  I am marreid to Jamie Shelton, and have three children: Jenna, Brennan and Brianna.  I am active in all my children's youth sports activities, as a coach for soccer and baseball.  I have many of the same hopes and aspirations as my clients and am happy to share with you all the resources and information New York Life has to offer.

                                Depending on your needs, I can introduce you to some proven, dependable ways to help protect your family's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. If you're wondering about my qualifications, you might find it reassuring to know that I am a licensed agent to sell insurance through the New York Life Insurance Company. I graduated from Mississippi State University in Starkville, MS with a BA in Finance.  I have been in the financial service field ever since. After winning the Agent of the Year award in 2011, I have expanded my practice into  fee-based planning. I am a current 2014 qualifying member of the  Milliion Dollar Round Table, as well as a Chairmans Council Agent amongst the top 300 producers with NYL.  I am a Fellow with the Life Underwriters Training Council and a member of the National Association of Insurance and Financial Advisors.

                                Of course, my background isn't really the one that matters. To be the best possible agent, I've found that getting to know my clients – their hopes, dreams and goals for the future – is the most important step. So if you're looking for someone that's ready to put their expertise and experience to work for you, please let me know.

                                Neither New York life Insurance Company, nor Eagle Strategies LLC, or any of their representatives provides tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

                                Disclosure

                                Gregory Shelton is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, CA (CA Insurance License #0N01361), CO, FL, GA, ID, IL, KS, LA, MD, MN, MO, MS, NC, NJ, NM, NV, NY, OH, OR, TN, TX, and VA. No insurance business may be conducted outside the states referenced.

                                Gregory Shelton is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 832 E Boston St Ste 13, Covington, LA, 70433, 985-892-0210. In this regard, this communication is strictly intended for individuals residing in the states of AL, CA, CO, FL, GA, LA, MO, MS, NC, NJ, NM, OR, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

                                Gregory Shelton is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, CA, CO, FL, GA, LA, MO, MS, NC, NJ, NM, OR, and TX. As such, these services are strictly intended for individuals residing in the states referenced.

                                Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

                                For more information about NYLIFE Securities LLC and its investment professionals.

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                                • About Us
                                  • My Background
                                    • About Our Staff
                                      • About Eagle Strategies
                                        • Commitment
                                        • Financial Solutions
                                          • Products
                                            • Services Provided
                                            • Resources
                                              • Life Stages
                                                • Calculators
                                                  • Articles
                                                    • Tax Resources
                                                    • Account Access
                                                      • NYL Online Account
                                                        • NYLIFE Securities
                                                          • MainStay Mutual Funds
                                                            • Eagle Strategies
                                                              • Envestnet Client Portal
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