Robert A. Beckett, Senior Financial Consultant

Years Experience:
  • 33

National Wealth Advisors, Inc.

1025 Westchester Avenue, Suite 318

White Plains, NY 10604

2112 Oyster Reef Lane

Mt Pleasant, SC 29405

(914) 729 1114

Main Office:

Summit Financial Resources, Inc.

4 Campus Drive, 2nd Floor

Parsippany, NJ 07054



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


  • C.W. Post College
  • BA Charitable Planning courses at the American College


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