Five Star award winners Eagle Strategies, LLC

PROFESSIONAL PROFILE

Contact Us

Eagle Strategies, LLC

The Cooper Fauteux Team

Ron Cooper & Kevin Fauteux

Financial Advisors

150A Andover St Ste 7B

Danvers, MA 01923

Office: Ron: 978-587-3675 Kevin: 978-717-5662

rgcooper@eaglestrategies.com kfauteux@eaglestrategies.com
www.cooperfauteux.com

Professional Approach

At Eagle Strategies, we understand that financial decisions can be complicated. We make it easier by helping you manage your wealth through our sophisticated financial planning and investment advisory services.

The foundation of any successful investment strategy is the trust you have in your financial adviser. We want to help you achieve your goals. As Eagle Strategies advisers, we have access to unique tools, training, and resources to help provide guidance tailored to your circumstances and financial objectives. We work closely with you to identify your needs, analyze your current financial situation, provide appropriate strategies, and monitor them with ongoing reviews. And we do all of this by adhering to the highest standards of rigor, integrity, and professionalism.

Kevin A. Fauteux

Financial Advisor

Phone: 978-717-5662

Kevin A. Fauteux brings over two decades of financial expertise to his role as a Wealth Advisor. His journey began in 2002 when he joined New York Life, and in 2006, he became an integral part of Eagle Strategies LLC, a Registered Investment Adviser and a wholly owned independent subsidiary of New York Life. Kevin’s academic foundation is equally impressive, having graduated with honors from Trinity College, where he earned a degree in History.

As a seasoned professional, Kevin specializes in serving business owners, professionals, and the high net worth markets. His approach centers on holistic financial planning and wealth management, always tailored to the unique goals of his clients. Kevin’s commitment to their well-being extends beyond mere financial advice; he operates as a Fiduciary, ensuring unwavering client advocacy. As a Fiduciary, Kevin places the client’s interests above all else, a crucial differentiator in an industry where trust and integrity are paramount.

Kevin holds a comprehensive set of licenses, including Life and Health, as well as Series 6, 63, 65, and 7 securities licenses. His dedication to excellence has not gone unnoticed. Kevin has consistently been recognized as a Five Star Wealth Manager in the prestigious Boston Magazine February editions from 2012 through 2026. His expertise has also graced the pages of Forbes and The Wall Street Journal during the same period.

Beyond accolades, Kevin is an active member of the National Association of Insurance and Financial Advisors (NAIFA), contributing to world-class advocacy and education for financial professionals and consumers. His commitment to ethical conduct and exceptional service aligns seamlessly with his membership in the Million Dollar Round Table (MDRT). As a Lifetime Member and Top of the Table Qualifier, Kevin exemplifies the highest standards of professional knowledge and integrity.

When not navigating the intricacies of finance, Kevin enjoys quality time with his family. He resides in Lynnfield, MA, alongside his wife, Jessica, and their children: Lila Ann, Liam, Jack, Henry, and Cameron. A passionate Red Sox fan and an avid golfer, Kevin finds balance by embracing both the thrill of the game and the warmth of family bonds.

Ron Cooper, CFP, CLU

Financial Advisor

Phone: 978-587-3675

Ron Cooper is a Certified Financial Planner ™, and has over two decades in the financial services industry assisting clients with their goals. Ron is a fiduciary and advocate for his clients, and takes his role very seriously.

Ron's journey in finance commenced in 2001 when he embarked on his career with New York Life Insurance. Recognizing his innate talent and dedication to serving his clients' best interests, Ron solidified his reputation as a consummate professional. In 2005, he transitioned his expertise to Eagle Strategies LLC, a distinguished wholly owned independent subsidiary of New York Life and a Registered Investment Adviser, where he continues to make a profound impact on the financial well-being of his clients.

With a wealth of experience in financial planning and wealth management, Ron specializes in working with entrepreneurs, professionals, and retirees, assisting them in crystallizing their financial goals and objectives. With a keen understanding of the intricate nuances of financial planning and wealth management, Ron collaborates closely with his clients to develop and execute comprehensive strategies tailored to their unique needs and aspirations. Whether it's retirement planning, investment management, or estate planning, Ron's unwavering dedication and strategic acumen ensure that his clients are well equipped to achieve their financial aspirations with confidence.

Ron's exceptional talent and commitment to excellence have been widely recognized. He has received the prestigious Five Star Wealth Manager award in the February editions of Boston Magazine from 2012 to 2026. Additionally, Ron has been honored as a Five Star Wealth Manager by the Wall Street Journal and Forbes from 2020 to 2026, further solidifying his reputation as a top-tier financial advisor. Ron was recognized by Shook Research in Forbes in 2023 as one of the top 100 Financial Security Professionals in the country, which he is very proud of. Ron is also a member of the National Association of Insurance and Financial Advisors (NAIFA), showcasing his dedication to upholding the highest standards of professionalism and ethics in the industry.

Beyond his professional accomplishments, Ron finds joy in spending quality time with his family. He resides in Marblehead, MA, with his two children, cherishing every moment spent together. An avid athlete, Ron also dedicates time to training for various athletic events, embodying a holistic approach to wellness and fulfillment in both his personal and professional life.

See Accomplishments

This award was issued on 02/01/2026 by Five Star Professional (FSP) for the time period 04/10/2025 through 10/01/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4973 Boston-area wealth managers were considered for the award; 449 (9 % of candidates) were named 2026 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2025: 4,671, 528, 11%, 2/1/25, 4/10/24 - 10/31/24; 2024: 4,421, 580, 13%, 2/1/24, 4/10/23 - 10/31/23; 2023: 3,923, 578, 15%, 2/1/23, 5/23/22 - 1/6/23; 2022: 4090, 513, 13%, 2/1/22, 5/24/21 - 11/19/21; 2021: 4069, 480, 12%, 2/1/21, 5/25/20 - 11/30/20; 2020: 3580, 463, 13%, 2/1/20, 4/1/19 - 12/13/19; 2019: 3619, 566, 16%, 1/1/19, 4/18/18 - 11/6/18; 2018: 2819, 532, 19%, 1/1/18, 3/23/17 - 11/10/17; 2017: 2467, 623, 25%, 12/1/16, 3/26/16 - 11/23/16; 2016: 2530, 632, 25%, 12/1/15, 5/18/15 - 11/6/15; 2015: 3542, 801, 23%, 1/1/15, 5/18/14 - 11/6/14; 2014: 1707, 655, 38%, 1/1/14, 5/18/13 - 11/6/13; 2013: 2362, 713, 30%, 1/1/13, 5/18/12 - 11/6/12; 2012: 2591, 454, 18%, 1/1/12, 5/18/11 - 11/6/11.

Click to access BrokerCheck

Ronald G. Cooper, Kevin A. Fauteux are Financial Advisers for Eagle Strategies LLC, a Registered Investment Adviser. Eagle Strategies LLC is a New York Life Company. Registered Representatives for NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company. Neither Eagle Strategies LLC or NYLIFE Securities LLC are affiliated with Five Star Professionals. Please see disclosure below for complete description on research methodology employed by Five Star.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.