OUR RESOURCES
The Nautilus Group®
As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, Lloyd Wilson works hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.
New York Life
Lloyd Wilson and his fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual life insurance companies in the United States, and holds the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody's Investor Service (Aaa), and Standard & Poor's (AA+). (Source: Third-Party Ratings Reports as of 9/30/2021.)
NYLIFE Securities
NYLIFE Securities provides clients with world-class brokerage services and investment options suited for your unique needs. They offer the needed resources for clients to grow and maintain their hard-earned wealth. NYLIFE Securities is a registered broker-dealer and a wholly owned subsidiary of New York Life Insurance Company.
Eagle Strategies, LLC
Through Eagle Strategies, Lloyd Wilson provides fee-based financial planning, investment advisory services, and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an “Investment Adviser” and is an indirect, wholly owned subsidiary of New York Life Insurance Company.
Ash Brokerage
Ash Brokerage is an unaffiliated privately owned, family-operated insurance brokerage general agency. Ash provides us with a multitude of products and support for life insurance, long-term care, disability income, and annuities, not available through New York Life or its subsidiaries. Our partnership with Ash complements our mission to provide our clients with objective solutions to suit their individual needs.
CPI Companies
Our firm works with third party unaffiliated CPI Companies for life insurance brokerage to provide access to tailor- made financial strategies, services and products that our high net worth clients expect and deserve.
SM2 Advisors
SM2 Advisors provides customized and detailed interactions with other professionals in the financial field to assure the maximization of value for their clients. They sell lower middle market enterprises with revenues from 10 million to 150 million dollars.
Adams Capital Management, Inc. (ACM)
Founded in 1994, Adams Capital Management, Inc. is a Pittsburgh-based venture capital firm that provides direct access to the best deals within its area of expertise: Information Technology and Networking Infrastructure. Since the firms inception, it has raised over $815 million.