Our Qualifications

Paul "Nick" Petronelli has over 17 years experience in the financial services industry.  He has a bachelors degree in Social Psychology from The University of Massachusetts Boston, and holds the following securities registrations: 6, 7, 63, 65 and 24 along with a Life and Health Insurance License.

Nick has earned the professional designations of Chartered Retirement Planning Counselor (CRPC) and Chartered Mutual Fund Counselor (CMFC).

Prior to joining the Sylvia Group, Nick spent most of his career advising clients with assets in company sponsored retirement plans and IRA's on how to invest, distribute and work towards protecting their investments from an unnecessary tax burden.

Nick is an Investment Adviser Representative with Voya Financial Advisors, Inc..  Nick focuses in developing and implementing retirement and estate plans for private clients and small business owners.  The firm incorporates financial planning techniques to help minimize income and estate taxes, and utilizes investment management strategies in order to focus on capital preservation and multi-generational wealth management.