Local Agents

Bruce A. "Doc" Holliday, CLU®

 "Doc" was born in San Diego, California, to a Navy family. He later moved to Pensacola, FL where he finished high school in 1967. After one year of Junior College he transferred to the University of Southern Mississippi where he received a B.S. Degree in business in August 1971. In October of that year Doc signed his New York Life Insurance Company contract. After two years in sales, he went into management for five years. In 1978 he returned to the field as an agent and did what he did best-- sell. Since then he has qualified consistently for the National Sales Achievement Award, National Quality Award and New York Life's top councils including eleven Chairman's Councils, nineteen President's Councils and four Executive Councils. For twenty five years he was a member of the "10-A-Month Club". He has produced over 100 paid cases per year over his 34 years as an agent with New York Life. He has been named Agent of the Year fourteen times for the Mobile General Office. He was elected to serve on the 2005 New York Life's Agents Advisory Council and previously served in 1995/1996. Doc is a life and qualifying member of the prestigious Quarter Century Club. He completed his CLU in 1999. He is also a past president of the Pensacola Association of Insurance and Financial Professionals. 

Doc and his wife Pam have been happily married for over 38 years. They live in Pensacola, FL and have three children and four grand children. Doc is a Steward at Gulf Breeze United Methodist Church and is active in several civic organizations including the Optimist and Sertoma clubs. He is a member of the Pensacola Ski Club, Pensacola Country Club and the Pensacola Estate Planning Council.  He is a board member and an active participant in several charitable organizations including the NYL Foundation, MDRT Foundation and Southern Mississippi Alumni Foundation. In his spare time Doc enjoys travel and snow skiing and he maintains a 1 handicap in golf and he holds a state ranking in tennis.

Phone: 850.932.4274

Email: bholliday@ft.newyorklife.com

 

 


 

Billy Williams*, CFP®, ChFC®

 

Billy Williams earned his B.B.A. from MillsapsCollege with a concentration in Finance and a minor in mathematics. With over 12 years of experience in the financial services industry, Billy has built a reputation as one of the premier financial planners along the gulf coast. He continues to further his commitment to offering sound financial planning services* by completing courses emphasizing tax planning, estate planning, retirement planning, and investment management*. In addition, to remaining well versed in the latest issues critical to his clients, Billy belongs to many professional organizations, such as the National Association of Insurance and Financial Advisors, National Association of Estate Planners and Councils, serves as a board member for the Mobile Estate Planning Council, and the Financial Planning Association.Billy works primarily with families and individuals who are focusing on retirement planning, comprehensive planning, and investment management*.  Billy and his wife, Rebecca, and Son, Price, live in Mobile where he is a member of Ashland Place United Methodist Church and the Mobile Business Group.

*Financial advisor offering investment advisory services with Eagle Strategies LLC, A Registered Investment Advisor.

 Phone: 251.473.2120

Email: billy@wfgplanning.com

Website: www.WFGPlanning.com

 


 

Freddy Corina, CLU®, ChFC®

*University of Alabama Graduate
*Agent with New York Life since 1974
-1982 President of the Mobile Association of Life Underwriters
-1982 earned Chartered Life Underwriter (CLU ) Designation
-1985 Mobile Association of Life Underwriters Agent of the Year
-1986 earned Chartered Financial Consultant (ChFC) Designation
-1989 President of Alabama Association of Life Underwriters
-1995 Outstanding Alumnus Award from the Alabama Alpha Chapter of Phi Kappa Psi Fraternity
-1998 Alabama Association of Life Underwriters Agent of the Year
-1999 President of the Mobile Chaper of the Society of Financial Service  Professionals
-2000 President of the Estate Planning Council of Mobile
-2010 Qualifying & Life Member of the Million Dollar Round Table


Phone: 251.460.4606

Email: acorina@ft.newyorklife.com

 


 

Kelly S. Dowell, CLTC, LUTCF

Kelly is committed to providing individuals, families, and businesses with life insurance, financial products and services that meet their needs. By keeping up with the current insurance and financial product trends and by offering outstanding service, Kelly has earned a reputation for integrity and for showing true concern for his clients. 

Achievements            

  • Life and Health* Insurance Licensed in Alabama, Mississippi, Florida, Iowa and Missouri                      
  • Retired Managing Partner of New York Life Ins. Co Mobile General Office                                                      
  • 15 years of financial industry experience.                                               
  • CLTC and LUTCF designations

Phone: 251.786.4665

Email: ksdowell@ft.newyorklife.com

Website: http://kellydowell.nylagents.com

 

 


 

 

Alpesh Patel, LUTCF 

-Years of Experience - 12 years - Started working with New York Life in May 2002

-Hometown - Mobile, AL (Born in Toronto, Canada)

-Graduate from - University of South AL in 2002 with bachelors in General Management

-Married since 2000 to his lovely wife Meena and has 2 beautiful daughters Aleena and Melissa

-Loves to have family and friends around and to be involved in people’s lives

-Enjoys sports in general (College and Professional)

-Hobbies Volleyball, Basketball, Bowling, Kids’ Events, Social Functions and Gatherings

-Loves to travel to new and unique settings

 

 Phone: 251.689.6925

Email: aspatel@ft.newyorklife.com

 

 


Cory R. Schroeder

Financial Services Professional 
Agent, New York Life Insurance Company

156 Alabama St.
Crestview, FL 32536
Tel. 850-725-7471
Fax 850-725-7471
Cel. 850-826-1550

Like me on Facebook:www.facebook.com/CorySchroederNYLIFE

 

Jeremy Reeder

President, Reeder Financial Group Inc^.

Financial Services Professional


4628 Summerdale Blvd Suite B Pace, FL 32571

(850) 516 - 2160 Cell

(850) 889 - 1843 Fax

jdreeder@ft.newyorklife.com

 

^Reeder Financial Group Inc.is not owned or operated by New York Life Insurance Company or its affiliates.

 

 

 

 

Josh Null

 

Null Financial Group

413 Johnson Ave, Suite D, Fairhope, AL 36532

 jnull@ft.newyorklife.com       (251) 327-2124

www.nullfinancialgroup.com

 

 

 

 

Paul R Hamilton 

Hamilton Life Solutions

Life, Disability Income Protection¹, Retirement Planning

Financial Services Professional

 

27154-A Pollard Road
Daphne, AL 36526

251-680-6671-Cell

www.paul@hamiltonlifesolutions.com

www.HamiltonLifeSolutions.com

prhamilton@ft.newyorklife.com

 

 

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

 

Wayne A Gruenloh, CPA, LUTCF

Financial Adviser offering  investment advisory services through Eagle Strategies, a Registered Investment Adviser

Gruenloh Financial Services, Inc.

 

22193 Hwy 59 South, Suite C

Robertsdale, AL  36567

251.947.1047

 

 

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