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MEMBER PROFILE

 

ROGER SILVERA

New York Life

 

Member profile details

Membership level
Atlanta Individual
First name
ROGER
Middle Initial
A
Last name
SILVERA
Title
Financial Services Professional
Company
New York Life
 

CONTACT INFORMATION

Photo
Logo
City
Tampa
State
Florida
 

PROFILE INFORMATION

Call me when
dealing with business protection needs (buy/sell agreements, key man protection), executive benefit strategies, tax reduction strategies
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.
Profession
  • Insurance
  • Wealth Planner
Functional Expertise
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Investments
Client Industry(ies)
  • Financial Services
Professional Certification(s)
LUTCF, Series 6, 63
In Business Since
2000
Business Focus
Executive Benefit Strategies, Retirement & Estate Planning, Risk Management
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