Our Founder

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 2023 and 2024, Robert Petrocelli was named as one of Forbes’ Best-In-State Financial Security Professionals.

• In 2022, Robert Petrocelli was named as one of Forbes’ Top Financial Security Professionals, an honor reserved for just 100 financial 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

• Agent of the Year for the Manhattan General Office, New York Life Insurance Company for 20 years

• 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 NAIFA

• Twelve Time Centurion, New York Life Insurance Company

• Member of New York Life’s Advisory Board of Directors