Broker Check
Tony Uccelli, MBA®

  • 33 years of experience as insurance advisor & investment registered representative
  • 25 years as independent – access to vast array of products without proprietary pushes or limitations
  • Extensive background in mutual funds & variable products
  • Thorough knowledge of life, health and disability programs
  • Constructed/managed client portfolios consisting of individual equities, bonds, and mutual funds
  • Designed life, health, and disability programs for both individuals and groups – covering thousands of lives
  • Specialization in wide range of retirement/qualified plans
  • Experienced in many aspects of both estate and business planning