ROGER SILVERA of New York Life is a member of XPX Atlanta

ROGER A SILVERA

Financial Services Professional

Tampa, Florida

Professional Profile

Call Me When

Call Me When... Dealing with business protection needs (buy/sell agreements, key man protection), executive benefit strategies, tax reduction strategies

Contact Method

Rsilvera@ft.newyorklife.com

Profession

  • Insurance
  • Wealth Planner
  • Professional Certifications

    LUTCF, Series 6, 63

    Functional Expertise

  • Estate planning
  • Family business
  • Investments
  • Exit/Transition Planning
  • Business Focus

    Executive Benefit Strategies, Retirement & Estate Planning, Risk Management

    Transition Planning Certification

    Client Industries

  • Financial Services
  • Client Results

    Membership

    Atlanta Individual

    Member Since

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

    To contribute, to grow and to get engaged with a highly professional group of people that cater towards the needs of privately held businesses.

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