Jeffrey Petrone is the Managing Director for SageView Advisory Group’s Florida office. His primary focus is helping clients navigate the challenges of managing qualified and nonqualified retirement plans including 401(k) plans, 403(b) plans and various other defined contribution and defined benefit plans. His responsibilities include advising clients on plan design, compliance, and in-depth investment consulting issues.
Jeff has dedicated his career to improving retirement plans. He has been a proponent of helping plan sponsors design retirement plans to help employees effectively prepare for retirement. Savings rates and participation rates in plans that Jeff has worked on have consistently risen over time. Through his work with one of his clients, over a 5 year period, he crafted a case study titled "Driving Healthy Outcomes for Retirement Plans." This study was one of the first examples of how defined contribution plan design optimization that drives retirement savings can also have financial benefits for the plan sponsor.
Jeff also provides thought leadership to some of the largest retirement plan administrators in the country by serving on their financial advisory boards. He has consistently used his knowledge and experience with retirement plan management to help with the development of new tools and products to better serve the retirement plan industry. Throughout his career, Jeff has been recognized as a leader by several organizations. In 2014, Jeff was recognized in NAPA's “Top 50 under 40.”* In 2010, Jeff was recognized by 401k Wire as one of the “300 Most Influential Advisors in Defined Contribution”* and named as one of the Top 100 Retirement Plan Advisors by PlanAdviser Magazine.* The South Florida Business Journal named Jeff as one of the Top 40 Business Professionals in south Florida for 2012.* He also regularly speaks at National events.
Prior to joining SageView, Jeff made significant contributions to the employee benefits and retirement practices of Mercer Health & Benefits in Florida. He began his career with the financial planning division of Citigroup in West Palm Beach, Florida. Jeff graduated from Villanova University with a B.S. degree in Finance and holds various securities registrations. He is also an alumnus of, and continuing participant in, the Leadership Palm Beach County Class of 2010, an adult leadership program that provides the opportunity for leaders to improve their community.
*Recognition from rating services or publications is no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance of results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluations.