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:

  • In 2022, Robert Petrocelli was named as one of Forbes’ Top Financial Security Professionals, an honor reserved for just 100 insurance professionals in the nation.
  • 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
 

*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.

Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top FinancialSecurity Professional (FSP) rankings(including the Best-In-State Financial Security Professional rankings), which are determined independently (see methodology).FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. The ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as assets under management, sales figures, and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and these professionals rarely have audited performance reports. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC

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