Rick Petrucci, JD, CFP®, CPA®

Rick Petrucci, JD, CFP®, CPA®

Agency Director - Advanced Markets

Estate & Business Planning

Rick Petrucci focuses in the areas of estate planning, business planning (including business succession planning), financial planning, tax planning, executive compensation planning, asset protection planning, special needs planning, and elder planning (including medicaid planning).

Rick’s creativity, experience, and resourcefulness enable him to work well with our clients and their professional advisors in order to implement responsive solutions for financial objectives.

Previously, Rick had been an estate planning attorney in private practice, an estate and business planning attorney with a national insurance company, and a tax lawyer with an international accounting firm. In addition to being an attorney, Rick is also a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Public Accountant. Rick graduated from Bryant University with a B.S. in Business Administration (Accounting and Finance) in 1988 and from Hofstra University School of Law in 1991.

Rick is a member and past Co-Chairperson of the Probate & Trust Committee of the R.I. Bar Association; a member and past Chairperson of the Financial Planning Association, Rhode Island Chapter; and a member of the Estate Planning Council of Rhode Island.

*Not practicing on behalf of MML Investors Services, LLC or its affiliated companies.