“Joe’s extensive industry experience and expertise fits well with The Principal platform "said Jim Carbone, National Vice President – Principal Financial Group.
Melville, New York (PRWEB) July 01, 2014
Tavernite will serve as the Managing Director for the New York area. Tavernite will partner with Doug DiDominica, Regional Managing Director, on the development and profitability of the Northeast Business Center by attracting, training, motivating and retaining producers. Tavernite has more than 18 years working in the insurance/financial services industry and has received numerous awards and honors during his career; the most recent in September 2013 where he was featured in Advisor Today magazine for their “Four Under Forty Award.” In his last position, he served as a managing partner at New England Wealth Strategies.
“We’re excited to have Joe Tavernite on The Principal® team,” said Jim Carbone, National Vice President – Principal Financial Group. “Joe’s extensive industry experience and expertise fits well with The Principal platform for providing comprehensive protection solutions and advanced planning concepts for clients. Joe’s leadership will also broaden our efforts to support advisors who are building retirement planning focused practices in the New York metro area.”
The Melville NY Business Center is located at 48 So Service Rd, Suite 402. Tavernite may be reached at 631-861-2602.
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About the Principal Financial Group
The Principal Financial Group® (The Principal®)* is a global investment management leader offering retirement services, insurance solutions and asset management. The Principal offers businesses, individuals and institutional clients a wide range of financial products and services through its diverse family of financial services companies. Founded in 1879 and a member of the FORTUNE 500®, the Principal Financial Group has $495.5 billion in assets under management** and serves some 19.2 million customers worldwide from offices in Asia, Australia, Europe, Latin America and the United States. For more information, visit http://www.principal.com.
*“The Principal Financial Group” and “The Principal” are registered service marks of Principal Financial Services, Inc., a member of the Principal Financial Group.
**As of March 31, 2014.