Roie Raitses

Roie Raitses is the Vice President of Advanced Markets Planning for Advanced Wealth Partners, a national company backed by National Financial Partners Corp. (NYSE:AWP). Roie works with a network of clients, accounting firms, property & casualty firms, investment advisers, and other entities that represent a wide range of clients that include some of the country’s wealthiest individuals, corporate executives, business owners and professionals. As a trusted adviser, he has consulted families, businesses and industry leaders to access a vast portfolio of life insurance and related products with sophisticated planning. He empowers clients with a solid action plan in striving to ensure they are confident making informed financial decisions.

Mr. Raitses specializes in comprehensive and complex estate and business planning to help individuals and business owners take control of their financial future and provide protection and a tax-efficient financial legacy for their families. He is effectively supported by a team of in-house underwriting and administration, group benefits, attorneys and specialists whose teamwork and professionalism help him build long-term relationships with his growing client base and provide excellent customer service.

Prior to joining AWP, Roie has served as the Vice President of Premium Capital Funding, a large mortgage bank and broker firm and has personally generated over $500 million dollars of residential and commercial mortgages since 2004. From his early teens and prior to entering the financial sector, through hard work he rose to the position of Vice President of business development for Best Yet Markets, a 17 store chain of supermarkets with over $300 million dollars of annual sales.

Mr. Raitses remains an active community and industry participant and has chaired or served in leadership positions in numerous companies and influential professional associations.