Joseph M. Tavernite - CLF®

Joseph M. Tavernite - CLF®

Associate Managing Partner

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New England Wealth Strategies
50 Charles Lindbergh Blvd., Suite 600
Uniondale, NY 11553

Phone: (516)357-2622
Fax: (516)357-9039
E-mail:

  • Registered Representative of New England Securities, Corp. (member FINRA/SIPC)
  • National Association of Insurance and Financial Advisors (NAIFA) Member

As Associate Managing Partner, Joseph Tavernite is responsible for overseeing the Recruiting, Selection and On-Boarding processes for the firm. He is also accountable for the firm’s Training platform. Lastly, Joe plays an integral role in assisting Managing Associates and financial representatives develop their business plans.  Joe holds Series 7, 63, and 24 security registrations and is licensed to offer investment and insurance products.

Joe started his career at MONY as a Financial Services Representative in 1995. He was a consistent MDRT producer, as well as a Top Club qualifier.   In 1997, he was named Rookie of the Year. Additionally, Joe spent 12 years with Penn Mutual as Managing Director. 
 
Joe currently serves as the Vice President of the Greater Metro Region and oversees New York City, Long Island, Westchester and Rockland counties on membership, professional development, charitable and community involvement, and working with the State Insurance Dept on industry regulation. Most recently, in 2010, Joe was declared NAIFA’s Person of the Year. This is awarded to the individual who dedicates and commits himself in support of the insurance and financial services profession. Additionally, Joe is also actively involved in GAMA and was the recipient of the GAMA Master Agency award as well as the GAMA International Diamond award during his tenure with his former company.
 
Currently, Joe resides in Long Island, NY with his family. 
 

Securities products are offered through New England Securities Corp., a broker-dealer (member FINRA/SIPC). Branch office: 50 Charles Lindbergh Blvd., Suite 600, Uniondale, NY 11553.