JOSEPH R. BRIDA

Joe is the managing partner of the Wealth Conservation Group. He has been in the insurance industry since 1979 when he started his career as an agent with New York Life. He is notably recognized throughout the industry and offers financial planning services through Eagle Strategies LLC, a registered investment adviser, providing guidance to clients on conserving their wealth through effective financial and estate planning. His business focuses on assisting high net worth clients and small business owners in pension planning, wealth management, retirement planning, insurance and estate planning.

Joe has been a member of the Chairman’s Council at New York Life since 1980* and is a prestigious Lifetime member of the Million Dollar Round Table^* (MDRT) where he is a selected Life, Honor Roll, and Top of the Table member. He is also a member of the Nautilus Group^®, a service of New York Life Insurance Company, and has extensive experience in case design for high net worth clients in estate and business planning. Joe actively engages many well-known charitable organizations focusing on estate planning for wealthy donors, and is currently a member of the National Committee On Planned Giving and the Charitable Estate Planning Council of Long Island.

Joe works with leading estate planning attorneys and certified public accountants and is a sponsor for industry seminars for specialists in estate and elder law, pension, personal and corporate income tax management. He has been recognized for receiving the National Quality and National Sales Achievement awards and was selected to serve on New York Life’s Agent Advisory Committee. He has been a guest speaker for NYLIC University broadcasts on advanced insurance and estate planning and for leading Long Island companies on Executive Compensation and Retirement Planning. Joe also lectures on Long Term Health Care for senior citizens throughout retirement communities on Long Island.

Joe holds the designations of Chartered Financial Consultant (ChFC^®), Certified Financial Planner(TM) (CFP^®) Professional, Certified in Long Term Care (CLTC^®), is a member of the Society of Financial Professionals, Financial Planning Association, National Committee on Planned Giving, and holds a Bachelor of Science degree in Psychology from Stonybrook University. He is a Registered Representative for NYLIFE Securities LLC (member FINRA/SIPC); New York State licensed in Life Insurance, and an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser.