Ulitza is a Financial Advisor, who specializes in guiding clients through every financial stage of life. Her focus extends beyond financial management to comprehensive education on key concepts such as budgeting, protection, and investment strategies.
Ulitza currently serves as a financial advisor for Eagle Strategies, LLC, and a Registered Representative, offering securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company.
Ulitza has earned numerous industry and company achievements. She was awarded New Organization Agent of the year for 2021 and 2022. She also qualified to be a member of The Million Dollar Round Table (MDRT), in 2022.1 Ulitza has received All Star awards from New York Life, in 2021, 2022, and 2024. She successfully achieved 4 Executive Councils since she started with the Company in 2019.2
Ulitza recently completed her 2023 term on the Agents Advisory Council (AAC) for New York Life. Ulitza earned her Bachelor's degree in Bus. Science from Univ. of Phoenix in 2010. She also completed the Financial Services Certified Professional (FSCP®) Designation, through The American College, 2023.
Ulitza loves being an active member in her Community, and is currently serving as a member of the board for, SOS Healthcare Inc.
Ulitza originally immigrated from South African in 2001, and became a resident of South Carolina in 2005. In her personal time she loves spending time with her daughter Brooklynn, husband Keith and their pup Jellybean. Ulitza lives by the motto:
Life is short, make each day count!
Ulitza is currently licensed in CT, FL, GA, MD, MI, NC, NJ, NY, SC, TX, VA, CO and MA.
MDRT 2022: The Million Dollar Round Table (MDRT), The Premier Assocation of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
Council is an annual company recognition program based on agent production from July 1- June 30.