280 Bloomfield Ave
Phone: (973) 239-8888
Cell: (973) 464-6203
Fax: (973) 239-8881
Robert Petrocine, Senior Partner and Financial Consultant, joined TPS in 2020 from Ameriprise Financial where he was Managing Director for nearly 10 years. Prior to Ameriprise, Bob was with Morgan Stanley for over 20 years where he was recognized in Ameriprise’ Circle of Success from 2012-2016.
Bob holds Series 7, 63, and 65 FINRA registrations and is appointed to present Long Term Care Insurance. He holds a Bachelor of Science from Manhattan College.
Bob’s areas of focus include Business Retirement Plans, Estate Planning Strategies, Family Finances, Retirement Income Strategies, Sustainably Responsible Investing and Wealth Preservation Strategies.
He is dedicated to helping clients meet their financial goals to achieve the full, rich life they have earned. Through building an ongoing, committed relationship, he works diligently to piece together the various parts of a client’s financial life to help build a personalized plan to achieve the financial confidence needed to pursue their passions. He understands that when someone has the right financial professional, life can be brilliant.
Bob’s mission is to help people achieve their dreams and goals through financial strength and confidence.
Community Involvement is very important to Bob. He serves on the Membership Committee of Glen Ridge Country Club, the Financial Services Committee of Manhattan College (where he is also a student mentor), and the Fordham Prep Alumni Association. He is a Member of Carnegie Hall, The University Club, Columbus Citizens Foundation, Verona UNICO Organization, Mercier Club, Commonwealth Club, Columbian Foundation of New Jersey, Sons of Italy and The American Cancer Society.
In his free time, he enjoys playing golf (while building relationships) with clients, friends and future associates.
Equitable Advisors is the brand name of AXA Advisors, LLC (member FINRA/SIPC).