Joseph M. Tavernite, CLF, Receives Prestigious National Award

Share Article

Industry Leader at New England Wealth Strategies Wins NAIFA Award for Industry Advocacy

News Image
The advisors who join the ranks of Four Under Forty exhibit strength and character, and an unwavering commitment to professional excellence in our industry.

Joseph M. Tavernite, CLF, an Associate Managing Partner at New England Wealth Strategies, has been recognized by Advisor Today magazine as one of four recipients for its prestigious “Four Under Forty Award.” Published by the National Association of Insurance and Financial Advisors.

“The advisors who join the ranks of Four Under Forty exhibit strength and character, and an unwavering commitment to professional excellence in our industry,” said NAIFA CEO Dr. Susan Waters, CAE. “We appreciate their hard work and dedication to the industry and to NAIFA. It is clear they are on a path to continued growth and success.”

Ayo Mseka, Advisor Today’s editor-in-chief, said: “The four advisors selected have dreamed big dreams, built successful practices, and given back to NAIFA and their communities. They are shining examples of how the best in the business accomplish great things through hard work and a drive to succeed in both their personal and professional lives.”

Joe’s passion for NAIFA started at a young age in 1996 when Joe joined the Local NALU chapter and saw the value of the association and all the great people he got to meet. In 2001 Joe got involved on the NAIFA New York City Board where he went through all the chairs, including the President of New York City chapter from 2008 to 2010. Currently, he serves as the President of NAIFA’s Greater Metro Region and as a Trustee for New York State.

“I was part of a good firm that has a long history with NAIFA including 4 past presidents and a number of board members,” says Tavernite. “I was always told to get involved and give back to the industry that has given me so much.”

Joe started his career at MONY as a Financial Services Representative in 1996. During his four years at MONY, Joe was a Rep and Sales manager. In this position he was a consistent MDRT producer and a Top Club qualifier. Additionally, Joe spent 12 years with Penn Mutual as both a Sales Manager and Managing Director where he won numerous company and industry awards.
Mr. Tavernite is a current GAMA Master Agency Award winner for New England Wealth Strategies, a New England Financial affiliate office. Joe holds Series 7, 63, and 24 securities registrations and various state insurance licenses. Joe also holds a CLF designation from the American college and is a current member of GAMA and The New York Round Table.

Joseph resides with his family in Kings Park , NY.

L0613327495[exp0614][CT,NJ,NY]

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Heather Kollar
Visit website