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, LLC

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 Association