Josh Haney
Founder & Financial Adviser
Josh Haney is a Financial Adviser with Eagle Strategies, LLC, a subsidiary of New York Life, and President of Haney Financial Solutions LLC.
Josh received his Bachelor of Science in Business Administration with a concentration in Finance from the University of Tennessee. Upon graduating in 2008, his career with New York Life began as an Agent. He is currently a qualifying member of the Million Dollar Round Table* (2017-2021) and Court of the Table for MDRT (2021), an industry wide organization recognizing the top producers in the world, NAIFA’s National Quality Award, and a fellow member of New York Life’s Executive Council**. He is also a member of Presidents Council (2021).
Josh is qualified to focus on financial planning and focuses on helping retirees, business owners, and professionals in the areas of risk management, retirement, estate conservation, and business succession planning. He conducts regular meetings with clients to review performance, reconfirm financial goals and make adjustments as economic or lifestyle conditions warrant. Attention to detail, good listening skills and great empathy are symbols of appreciation shared by his clients.
Josh and his wife, Lauren, have two sons, Hugh and Dean. Away from business, he enjoys golfing, Tennessee football, and spending time with family and friends.