Broker Check
Tony Uccelli, MBA®

  • 28 years experience as insurance/investment broker & advisor
  • 20 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