INSURANCE AGENCY PARTNERS
Helping to Serve You
INTRO
Managed Wealth Strategies is proud to partner with Strategies for Wealth, one of New York's premiere financial services firms, with offices in Manhattan, Rye Brook, and Woodbury, New York.
Josh L. Becker
Josh Becker is a Partner of Strategies for Wealth. As Partner of the 81-year-old firm, Josh and more than 150 associates have helped thousands of clients build their wealth, control their assets and maximize their ability to enjoy their wealth and their life.
Josh began his career in the industry in 1986 and quickly moved into management. Before joining Strategies in 1997, he managed agency offices in Minneapolis, MN and Rye Brook, NY. During his career, Josh has been the recipient of numerous “firm-building” awards. Under Josh’s leadership, the firm has won Guardian’s Platinum Agency and the National Life Insurance Awards for six consecutive years.
He is responsible for talent acquisition for the firm’s three offices. In addition to recruitment and selection of candidates, Josh works closely on management development and the advanced marketing firm.
Registered Representative and Financial Advisor of Park Avenue Securities and General Agent of Guardian.
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Jerry Harnik
Jerry Harnik, CLU®, is a Partner of Strategies for Wealth. He began his career in 1976 with Guardian, and after three years as a field representative, moved into management. His primary responsibilities include overseeing the training and development of the firm’s representatives.
Jerry attained his Charter Life Underwriter® Designation from The American College in 1992. He is a Life Underwriter Training Council Instructor and was the Chairman of the Agency Management Training Council of Greater New York.
Under Jerry’s leadership, the Firm has led Guardian in core product sales for the last 12+ years and has won the President’s Cup Award for the best overall performance in production, recruiting, agent development, training and persistency in 2000, 2003, 2006, 2009 and 2013.
Registered Representative and Financial Advisor of Park Avenue Securities and General Agent of Guardian.
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Jeffrey M. Neeck
Jeff Neeck is a Partner of Strategies for Wealth. He joined the firm in 1997 to pursue a much-desired career in financial planning. An award-winning associate by his third year, Jeff is active in the industry and recently served as local president of the Society of Financial Service Professionals and the National Association of Insurance and Financial Advisors. He has been interviewed by CNN on his extensive work with individuals from the technology sector. He is also a contributor to the Wall Street Journal. J
Jeff’s financial planning knowledge and relationships with his clients are greatly enhanced by his richly diverse and well-rounded background. An impressive ten-year career with several world-renowned dance companies took Jeff throughout the United States and Europe. At the same time, Jeff maintained a keen interest in the world of finance.
Registered Representative and Financial Advisor of Park Avenue Securities and General Agent of Guardian.
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Lyle Domenitz
Lyle Domenitz is a Partner of Strategies for Wealth. Lyle brings over 23 years of experience in the Life Insurance Industry.
After joining the Guardian Denver Agency in 1996 as an FR and Sales Manager, he worked diligently to get FR's and the agency the processes, training, and consistent leadership that was required for people to achieve their professional best. Within eight years he became the General Agent/Partner for Denver, including Las Vegas.
Registered Representative of Park Avenue Securities and General Agent of Guardian.
Check the background of this investment professional on FINRA's BrokerCheck.
