Meet Our Founder

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Robert H. Petrocelli, Jr.

Since 1979, Robert Petrocelli has been providing holistic financial strategies to business owners, individuals, and families that help them protect their assets and meet their long-term financial objectives. Building his own business from the ground up, he has a complete understanding of what it takes to create and conserve wealth while managing the taxation of income and assets during the working years and in retirement. His experience and ongoing education have provided him with great expertise in all areas of estate planning, employee benefits design and management, and investment services.

Some of the core areas he helps his clients with include comprehensive benefits management, business continuation planning, estate and legacy planning, charitable planning, retirement planning, investment advisory services, and deferred compensation.

Prior to his work in the financial services industry, Robert earned a Bachelor of Business Administration from the University of South Carolina. When he’s not in the office, he enjoys spending time with his wife, Anne, and their son, Christopher, and he is an avid golfer and a member of the Winged Foot Golf Club.

Some of his professional accomplishments include:

  • 2021-2022 and 2022-2023 Chairman of New York Life’s Advisory Board of Directors
  • 2019-2020 New York Life's Council President**
  • First Vice Chair on the Board of Westhab
  • 2017 Named Northeast Zone Vice President, New York Life Insurance Company
  • 2017 Agent of the Year for the Manhattan General Office, New York Life Insurance Company
  • 2011 Named Council Vice President for the New York Life Insurance Company for Outstanding Sales Performance**
  • 23 Time Qualifier for New York Life Insurance Company's Chairman's Council**
  • 10 Time Qualifier for New York Life Insurance Company's Chairman's Cabinet
  • Member of the Million Dollar Round Table Top of The Table
  • Life and Qualifying Member of the Million Dollar Round Table (MDRT) with 41 years of membership in The Premier Association of Financial Professionals*
  • Member of the NAIFA
  • Twelve Time Centurion, New York Life Insurance Company
  • Member of New York Life’s Advisory Board of Directors

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So honored to make the 2021 Forbes Top Financial Security Professionals list. This list includes financial professionals who protect their client’s assets through life insurance. I entered this industry to help my clients protect what matters most. So, to be recognized as one of only 250 professionals by Forbes validates all the work that I do for my clients. For additional details about the recognition, click here. Please note, the independent research firm considered in its ranking a variety of financial products and services which not all ranked Financial Security Professionals (FSPs) may be licensed to offer. Only those products and services FSPs are licensed to offer were considered in determining any individual FSP's rank. Click here for the full methodology.


*The Million Dollar Round Table(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.

**Council is an annual company recognition program based on agent production from July 1-June 30.



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