My Background

Kara E. Tavernier, LUTCF

 

As an Eagle Strategies Financial Advisor, 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 the company back in 2006 as an Agent.  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 to do right by them.

You can take comfort in the fact that I have been a proud member of the Rhode Island and Southern Massachusetts community my entire life, and therefore have a vested interest in seeing my friends and neighbors succeed.  As a loving wife and mother of an 11 year old boy and 1 year old baby girl, I have many of the same hopes and aspirations as my clients.  I'm happy to share with you all available resources and information New York Life has to offer.

Depending on your needs, I can introduce 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 and investments through New York Life Insurance Company and NYLIFE Securiteis LLC, and a Financial Advisor with Eagle Strategies LLC offering investment advisory and financial planning services.  In addition to my 15 years of experience, I hold my Series 7, 6, 63, 65 registrations and LUTCF from The American College as well as participated in New York Life's well-known training program, NYLIC University for agents and managers.  I've been awarded Executive Council in 2007, 2008, 2009, 2019 and 2020 and Presidents Council in 2021*.   My career with New York Life allowed me the opportunity to lead as a Partner in the Boston G.O. from April 2010- January 2019.  My 9 years of management experience and training equipped me with the strength and knowledge to better serve my community and I'm excited to continue to do so.   

Of course, my background isn't really the one that matters.  To be the best possible advisor, I found that getting to know my clients – their hopes, dreams and goals for the future – is the most important first 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, not its agents or affiliates provide tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

*Council is an annual company recognition program based on agent production from July 1-June 30.

 
 
 
 
 

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