We are proud to announce that Richard J. Petrucci, Jr., JD, CFP®, will join the firm as partner effective August 1, 2020. Rick will oversee the firm’s Estates, Gifts and Trusts Tax Planning and Compliance services.
“Rick brings a tremendous breadth of estate and business planning experience that is certain to benefit individuals and businesses alike, particularly during a time when clients are feeling vulnerable and uncertain about their futures,” said William J. Piccerelli, Managing Partner at PG&Co. “We’re excited to have his skillset as an additional resource for clients and couldn’t be more pleased that Rick has joined the firm.”
In addition to Estates, Gifts and Trusts Tax Planning and Compliance, Rick will focus in the areas of personal planning for individuals and families (including elders and individuals with special needs), business planning (including business succession planning), executive compensation planning, and general tax planning and compliance. Additionally, Rick’s talents enhance the firm’s ability to work with legal professionals and financial advisors to help determine the best comprehensive solutions to meet clients’ needs and wishes. Please visit our Estate Planning, Gifts & Trust page for a more comprehensive explanation of the benefits, services and capabilities Rick will be providing for the firm.
Rick earned a Juris Doctorate from Hofstra University School of Law and a Bachelor of Science in Business Administration, cum laude, from Bryant University. He was admitted to the Rhode Island Bar in 1991 and the Massachusetts Bar in 1993. He is a CERTIFIED FINANCIAL PLANNER™ Professional and is in the process of re-certifying his Certified Public Accountant license. He was previously employed by Baystate Financial as Agency Director of Advanced Markets / Estate and Business Planning Specialist.