Candis Best

Helping individuals and business owners create, build, and preserve wealth through lifetime portfolio management strategies

Role
Financial Advisor at Eagle Strategies
Location
Brooklyn, NY, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Candis Best

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 Adviser 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 New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.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.One Wall Trade Center, 285 Fulton Street, 39th Floor, New York, New York Reveal Wealth nor New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.Reveal Wealth is not owned or operated by New York Life Insurance Company or its affiliates.

Experience

  1. Financial Advisor

    Eagle Strategies

    Jul 2024 — Present · New York, NY, US

Education

  • Villanova University Charles Widger School of Law

    JD

    1988 — 1991

  • Adelphi University

    MBA

    1995 — 1996

  • St. John's University

    B.S., Marketing

    1984 — 1988

  • Capella University

    Master’s Degree, Industrial and Organizational Psychology

    2007 — 2008

  • Stony Brook University

    Ph.D., Social Welfare Research & Policy Development

    1998 — 2003

Skills

  • Coaching
  • Management Consulting
  • Fundraising
  • Teaching
  • Program Management
  • Organizational Development
  • Research
  • E-Learning
  • Community Outreach
  • Staff Development
  • Strategic Planning
  • Psychology
  • Leadership Development
  • Public Speaking
  • Curriculum Development
  • Training
  • Adult Education
  • Nonprofits
  • Nonprofit Organizations
  • Instructional Design
  • Career Counseling
  • Leadership
  • Grant Writing
  • Higher Education
  • Program Development
  • Student Affairs
  • Curriculum Design
  • Non-Profits

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Candis Best — Financial Advisor at Eagle Strategies in Brooklyn, NY, US | Unifers