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Ronald G. Cooper Jr., CERTIFIED FINANCIAL PLANNERTM, Chartered Life Underwriter, began working with New York Life Insurance in 2001. He joined Eagle Strategies LLC, A Registered Investment Adviser, in 2005. Ron focuses on working with entrepreneurs, professionals, and retirees to crystallize their personal goals and objectives; and helps to execute a plan to achieve these goals. Ron has also been recognized as one of the Top Financial Planners in 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, and 2022 Five Star Wealth Manager1 in the February editions of Boston Magazine. Ron is also a member of NAIFA.

Ron resides in Marblehead, MA with his two children. Ron enjoys spending time with his family and training for various athletic events.

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Kevin A. Fauteux, Wealth Advisor, began working for New York Life in 2002. Kevin joined Eagle Strategies LLC, A Registered Investment Adviser, in 2006. He graduated with honors from Trinity College with a degree in History in 2001.

Kevin specializes in working with business owners, professionals, and the high net worth markets- providing goals-based holistic financial planning and wealth management services.

Kevin has also been recognized as one of the Top Financial Planners in 2012, 2013, 2014, 2015, 2016, 2018, 2019, 2020, 2021, and 2022 Five Star Wealth Manager1 February editions of Boston Magazine and in the 2020-2022 editions of Forbes and the Wall Street Journal.

Kevin resides in Arlington Heights, MA with his wife, Jessica, his daughter, Lila Ann, and he and Jessica's four boys- Liam, Jack, Henry, and Cameron. He enjoys spending time with family, and is a die-hard Red Sox fan as well as being an avid golfer.

Ryan J. Hart began working for New York Life in 2014. He joined Eagle Strategies LLC, A Registered Investment Adviser, in 2021. He graduated from the University of Connecticut in 2009 with a degree in Economics.

Ryan focuses on working with professionals, retirees, and business owners on goal-oriented comprehensive financial planning; and building a plan to attain these goals.

Ryan resides in Reading, MA with his wife, Ashley, and two daughters, Nora and Emma. He enjoys spending time with his family and playing golf, tennis, and pickleball.

Headshot of Elena Hogan

Elena B. Hogan , Licensed Service Associate, joined Eagle Strategies in the Fall of 2022.  With a background in finance and office management - as well as licenses in Life and Health Insurance - Elena works with Ron Cooper and Kevin Fauteux providing support services to clients and assists with office operations and account processing.  Elena graduated from Assumption College in 1991 with a Bachelor of Arts in Sociology.

Elena resides in Newburyport, MA, is married and a mother with 2 adult children.  Elena enjoys traveling, spending time on her boat and at the beach, exercising and being with family and friends. 

Disclosure

Ronald G, Cooper, Ryan Hart, Kevin A. Fauteux, and Phil Whittaker are Agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the following states: Ronald in the states of AR (Ronald: Insurance License # 324680), CO, CT, DC, FL, IL, MA, MD, ME, MN, NH, NY, OR, PA, RI, SC, TN, TX, WI.  No insurance business may be conducted outside this state/states referenced.

Ronald G. Cooper, Ryan Hart, Kevin A. Fauteux, and Phil Whittaker are collectively Registered Representatives of and offering 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 AR, CA, CO, CT, FL, IL, MA, MD, MI, MN, MO,NC, NH,NY, OR, PA, RI, TX, VA, WI.  No offers may be made or accepted from any resident outside the specific state/ states referenced. 

*Neither Eagle Strategies LLC nor any of its financial advisors or affiliates provides tax, legal or accounting advise. Please consult your own tax, legal or accounting professional before making any decisions.

Eagle Strategies LLC & NYLIFE Securities LLC are New York Life Companies.

Ronald G Cooper, Ryan Hart, Kevin A Fauteux, & Phil Whittaker are collectively registered as investment adviser representatives with Eagle Strategies LLC, A Registered Investment Adviser offering investment advisory services in their respective states.   In this regard, this communication is strictly intended for residents of CA, CO, CT, FL, GA, IL, MA, MD, ME, MI, MN, MO, NC, NH, NY, OR, PA, RI, TX, VA, WI.  No business may be conducted outside of the states referenced. 

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations.

Wealth managers do not pay a fee to be considered or awarded. The Five Star award is not indicative of the wealth manager’s future performance.  The wealth manager may or may not use discretion in their practice and therefore may not manage their clients’ assets.  The inclusion of a wealth manager on the Five Star Wealth Manger list should not be constituted as an endorsement of the wealth manager.  Working with a Five Star Wealth Manager or any wealth manager is not a guarantee of future investment success, nor is there any guarantee that the selected wealth mangers will be awarded this accomplishment by Five Star Professional in the future.  Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance.

15,125 of wealth managers in the Boston area were considered for the award. 816 of the candidate 6% in the Boston area were selected as 2014 Five Star Wealth Mangers. *To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony.