UBS Financial Services
46yrs
Top advisor by experience in Rochester
4yrs
Nancy Eagle is a fiduciary financial advisor in Rochester, New York, with 4 years in the industry. Nancy joined MML Investors Services in 2025, after three years at Equitable Advisors. MML Investors Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 988 advisors with offices in Rochester, and one of 828 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office400 Meridian Centre Suite 101, Rochester, NY 14618
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$249,379
Advisors at the firm5,093
States licensed ?1 state
Services through MML Investors Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jul 2025 – nowMML Investors Services, LLCCurrent firm
- 2022 – 2025Equitable Advisors, LLCPreviously
Contact Nancy
Local office(585) 241-5200Ask for Nancy. (413) 226-0000Main office · Springfield, MA 400 Meridian Centre Suite 101Rochester, NY 14618Office · Get directions Firm websiteHTTP://WWW.MMLINVESTORS.COM
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Questions to ask Nancy
Tailored to Nancy’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Nancy
How do I contact Nancy?
Call Nancy’s local office at (585) 241-5200 or the MML Investors Services main office at (413) 226-0000, and ask for Nancy Eagle.
How long has Nancy been a financial advisor?
Nancy has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Nancy hold?
Series 66. Tap any license on this page to see what it allows.
Is Nancy a fiduciary?
Nancy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Nancy paid?
MML Investors Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Nancy for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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