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National Wealth Advisors, Inc.
1025 Westchester Avenue, Suite 318
White Plains, NY 10604
914 729-1114
www.nationalwealthadvisorsinc.com
rbeckett@nwadvisorsinc.com
Main Office:
Summit Financial Resources, Inc.
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054
973-285-3600
Robert A. Beckett, Senior Financial Consultant
Education:• C.W. Post College, BA
• Charitable Planning courses at the American College
Specialization:
• Comprehensive Financial and Estate Planning
• Consults with accounting firms, banks, and property
casualty firms in their private wealth and/or financial
services divisions
• Provide life insurance analytical tools to family offices
Business Experience:
• Over 3 decades of experience in the financial services
and insurance sectors
• Past President of National Pension Consultants II
• Member of Family Firm Institute providing consultative
services to family offices and family owned businesses
• First financial services member of the New York Biotech
Association
Personal:
• Bob and his wife Patricia live in Stamford, Ct.
They have two grown sons Jason and Christopher
and a grandson, Max
• Bob plays both electric and acoustic guitar, enjoys golf
and reading
• Worked on fund raising committee for the Fisher Center
for Alzheimer's Research Foundation annual gala events
