Frank J. Petrocelli, Iii Email & Phone Number

I focus on providing wealth management solutions to families, professional executives and business owners. Together with my team, I help affluent clients address their biggest concerns like: • preserving their wealth• risk management • mitigating taxes• taking care of their heirs• wealth transfer• charitable giving• employee benefits and retention services• retirement planning strategies• estate strategies• business continuation strategiesMy attention to detail, good listening skills and great empathy are symbols of my appreciation for clients. I am effectively supported by a team of administration, group benefits and investment specialists whose teamwork and professionalism help me build long lasting relationships with my growing client base and provide extraordinary service experience. I enjoy the opportunity to work with clients and aid them with their financial goals.CA Insurance Lic.# 0M68602 Domiciled in New York I am licensed to sell insurance in: CA, CT, FL, MA, NJ, NY, PA, TX and securities in: CA, CT, FL, MA, NC, NJ, NY, PA, TX, VA. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC.www.sipc.org. Supervisory Office: 420 Lexington Avenue, 25th Floor, Suite 2510, New York, NY 10170 . (212) 578-0300.

Listed skills include Wealth Management, Asset Management, Fixed Annuities, Retirement Planning, and 27 others.

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  St. John'S University