Meet Evelyn

Our Mission

Evelyn is committed to working with you to identify your financial needs and goals; designing financial strategies that are customized to your situation; and providing  quality service in the coming years to help you achieve your financial goals.

Evelyn is extremely knowledgeable professionally and is whole-heartedly looking after her clients’ needs and interest. On that account, she works to earn their trust. Evelyn specializes in helping business owners and high-net-worth individuals and their families with their unique financial needs. Evelyn is confident that she can provide you with the best financial planning* that you need.

Evelyn Tai

Agent, New York Life Insurance Company; Registered Representative offering securities through NYLIFE Securities LLC, member FINRA/SIPC, a Licensed Insurance Agency; *Financial Adviser of Eagle Strategies LLC, a Registered Investment AdviserCA Insurance License #0E33942

Contact Evelyn

1300 Concord Terrace
5th Floor,
Sunrise, FL 33323

Office: (954) 958-4246
Mobile: (561) 251-2105
Fax: (954) 958-4255

Education & Designations

  • Master of Accounting, (University of Houston)
  • Bachelor of Business Administration, (National Taiwan University)
  • Certified Public Accountant CPA#
  • Chartered Life Underwriter (CLU®)
  • Chartered Financial Consultant (ChFC®)
  • Registered Representative of NYLIFE Securities LLC
  • Financial Adviser, Eagle Strategies LLC+


  • New York Life #1 Female Life Producer (2016)
  • New York Life Top 12 Agent (2017)
  • New York Life Chairman’s Cabinet Award (Top 50 agent for the company-2010-2017)
  • New York Life Chairman’s Council (1997-2017)
  • South Florida General Office ‘Agent of the Year’ Award (1998,2000,2006, 2010, 2013-2017)
  • Council President for New York Life South Florida General Office (2004-2007, 2009-2017)
  • New York Life ‘Annuity Superstar Champion’ (2000-2017)


  • Top of the Table member of Million Dollar Round Table (MDRT)* (2013-2017)
  • Court of the Table Member (1997-2012)
  • Qualified Life Member (Since 2007)
  • Qualified Member (1996-2017)
  • Member of Broward Chapter of NAIFA

1Awards based on sales production.

*MDRT, the Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

 #Evelyn M. Tai does not offer tax, legal or accounting advice.

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

English Bio

Chinese Bio