My Background

Sam Clyatt has been a licensed agent for New York Life since 1977, and a Registered Representative for NYLIFE Securities LLC (Member FINRA/SIPC) since 1984. In 1997, Sam became a financial adviser with Eagle Strategies, LLC, a Registered Investment Adviser.

 
Sam has been married to his wife, Susan, since 1969. They attended college and graduate school together. Susan has worked with Sam in this business for over thirty years. They are members of First Presbyterian Church in Chattanooga, where they co-teach an adult Sunday School class.
 
EDUCATION: 
 
• B.A. (History) Tennessee Temple College 1970
• M.A. (History) Middle Tennessee State University 1972
• 60+ Hours (History) Middle Tennessee State University 1973-1975
 
PROFESSIONAL DESIGNATIONS:
 
• Chartered Financial Consultant (ChFC®)    2001
• Chartered Life Underwriter (CLU®) 2002
• Chartered Adviser in Philanthropy (CAP )   2007

Each designation was conferred by the American College, Bryn Mawr, PA, a regionally accredited educational institution providing professional and graduate level education to financial service professionals. (www.amercoll.edu) 

 
• AEP                                                          2005
 
The AEP designation is awarded by the National Association of Estate Planners and Councils to professionals who meet stringent educational and experience requirements. NAEPC is a national organization of professional estate planners and affiliated estate planning councils focused on establishing and monitoring the highest education and professional standards. (www.naepc.org)
 
 
AFFILIATIONS:
 
  • Greater Chattanooga Estate Planning Council
 
  • Million Dollar Round Table (MDRT) 
Life and qualifying member. MDRT is recognized throughout the world as the premier insurance sales organization. (www.mdrt.org)
 
 
 
LICENSES
 
  • Life, health1, and disability1 income (Tennessee Home State License # 27035) 
  • FINRA Series 6, 7, 22, 63, 65 for securities transactions, including brokerage accounts, mutual funds, variable products, and other investment programs. (FINRA Broker # 1079297) (www.finra.org)

With over thirty-five years experience, a strong professional and educational background, and Susan's capable assistance, Sam is well-qualified to provide the guidance you may need in every aspect of your financial life, from personal finance to estate planning.

1Products available through one or more carriers not affiliated with New York Life Insurance Company; dependent on carrier authorization and product availability in your state or locality.

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