BOSTON--(BUSINESS WIRE)--Financial Architects Partners, a Boston-based national life insurance planning firm and NFP subsidiary, has promoted three senior members to reflect its growth, ambitions and increased service offerings.
Brigette DiNicola and Tracy Fitzsimmons will assume the roles of Co-Chief Operating Officers, and John Gilmartin has been named Chief Technology Officer.
“We are proud of the accomplishments of Brigette, Tracy and John and look forward to further maximizing their knowledge and experience,” David Carroll, CEO of Financial Architects Partners, commented. “As partners of this firm, they have been invaluable contributors to our success and growth.”
Since joining Financial Architects Partners in 2001, Ms. DiNicola has assumed a significant role within the firm, most notably developing and maintaining effective company processes. She manages the administrative function, and more recently, new business and insurance portfolio management.
Mr. Fitzsimmons joined the Financial Architects Partners’ team in 2002. He has more than 20 years of experience in life insurance, portfolio evaluation and design. Fitzsimmons works closely with producers, advisors, and clients to develop insurance planning models to help maximize wealth preservation and overall insurance portfolio performance. His unique skills allow him to communicate complex estate planning concepts in a simple and concise manner.
“Brigette and Tracy have been a powerhouse team at Financial Architects Partners and leaders in the insurance industry for years. Their combined skill sets running all aspects of our insurance operations will help us further refine our capabilities,” said Carroll.
Mr. Gilmartin joined Financial Architects Partners in 2000 after spending seven years with John Hancock. He has been involved with the design and implementation of many tools and processes that promote an efficient organization while upholding the highest best practice standards. Additionally, Mr. Gilmartin is responsible for establishing and maintaining relationships with some of the nation's top tier insurance carriers, ensuring they understand Financial Architects Partners’ unique business model and the clients it represents.
President, Dave Freeley, commented, “We are confident John will take Financial Architects Partners’ technology platform to the next level.” As one of the industry leading technology and reporting systems, Financial Architects Partners already allows them to proactively manage over $10 billion of life insurance as of July 1, 2014.
About Financial Architects Partners
The Financial Architects Partners, LLC, a subsidiary of NFP, is a 35 person national life insurance planning firm with offices in Boston, Los Angeles, Minneapolis, Palm Beach, Palo Alto and Providence. Financial Architects Partners manages over $10 billion of trust-owned life insurance for over 300 family groups as of July 1, 2014. Our team consists of individuals with backgrounds in law, tax, finance and life insurance. We specialize in wealth transfer life insurance and the design, implementation and management of large life insurance portfolios.
National Financial Partners Corp. (NFP), along with its benefits, property & casualty and life insurance, and wealth management businesses, provides diversified advisory and brokerage services to companies and high net worth individuals.
NFP operates in three business segments. The Corporate Client Group provides corporate and executive benefits, property and casualty insurance, and retirement plans. The Individual Client Group provides retail and wholesale life insurance brokerage and wealth management advisory services. Advisor Services Group supports independent financial advisors by offering broker/dealer and asset management products and services.
Most recently, NFP was ranked by Business Insurance as the 5th-largest benefits broker by global revenue, 4th-largest U.S.-based privately owned broker and 11th-largest Broker of U.S. Business. PlanSponsor has named NFP the 5th-largest executive benefits provider of nonqualified deferred compensation plans by number of plans. The company also operates a top 10 independent broker/dealer as ranked by WealthManagement.com.
For more information, visit www.nfp.com.
Securities offered through NFP Advisor Services, LLC, (NFPAS), member FINRA/SIPC. NFPAS is affiliated with NFP and Financial Architects Partners. NFP and its subsidiaries, including Financial Architects Partners, do not provide tax or legal consulting services. Please review a financial planning strategy with your legal or tax advisor prior to implementing.