Joe Avallone Receives NTSA Elite Advisor Award
Recognized by the National Tax-Deferred Savings Association
Iselin, NJ, January 28, 2020—U.S. Retirement & Benefits Partners (USRBP) announced today that Joe Avallone has been recognized as a recipient of the National Tax-Deferred Savings Association’s (NTSA) 2020 NTSA Elite Advisor Award. Joe is a Founding Partner of USRBP Partner Firm, Retirement Planning Associates, in Winter Springs, FL, which specializes in providing retirement planning services to K-12 and governmental employees throughout the state of Florida.
The NTSA Elite Advisor Award is an annual recognition program that has been established to honor Financial Advisors whose presence and innovative works have helped shape the best practices in serving clients in the ERISA non-profit, 403(b), and 457 retirement industry, as well as to acknowledge their specific outstanding accomplishments and/or contributions.
“I didn’t enter this business for any recognition, but I’m honored to have received this prestigious award. Besides the obvious talents needed in this industry, the key is to care for each and every one of your clients. Thank you to my extraordinary staff and my exceptional relationship with my broker/dealer, Plan Member. In addition, the strong leadership of USRBP has been invaluable to me. Last but certainly not least, I need to thank my two business partners who have been by my side through this entire process,” said Joe Avallone.
“When I first met Joe Avallone in the late 1980s, I knew he was destined to be a superstar in our market. His personality, drive, and knowledge base give him all the tools necessary to have become an industry icon. I am honored to have spent a great deal of time with him on his extraordinary journey,” said Mitch Barnett, USRBP Vice President and National Practice Leader K-12 Retirement.
Megan Schneider, Chief Operating Officer of USRBP said, “We are so proud of Joe’s tremendous accomplishment. He is an icon in the business, achieving that by always putting his clients first, with genuine care for their needs and the utmost humility. His enthusiasm and passion are contagious and have resulted in the outstanding growth realized at U.S. Retirement Planning Associates. Congratulations Joe on being recognized as an NTSA 2020 Elite Advisor!”