Bolotin Financial Group

301 Edgewater Place, Suite 200 • Wakefield, MA 01880

(781) 876-4101

Richard J. Petricci, Jr. JD*, CPA, CFP

Richard J. Petricci, Jr. JD*, CPA, CFP

Agency Director - Advanced Markets
Baystate Financial

 

Rick Petrucci focuses in the areas of estate planning, business succession planning, financial planning,
executive compensation planning, taxation, asset protection planning, special needs planning, and
elder law.

Rick’s creativity, experience, and resourcefulness enable him to work well with our clients and their
professional advisors in order to implement responsive solutions for financial objectives.
Previously, Rick had been an estate planning attorney in private practice, an estate and business
planning attorney with a national insurance company, and a tax lawyer with an international accounting
firm.

In addition to being an attorney, Rick is also a CERTIFIED FINANCIAL PLANNER™ professional and a
Certified Public Accountant.

Rick graduated from Bryant University with a B.S. in Business Administration (Accounting and Finance)
in 1988 and from Hofstra University School of Law in 1991.

Rick is a member and past Co-Chairperson of the Probate & Trust Committee of the R.I. Bar Association;
a member and past Chairperson of the Financial Planning Association, Rhode Island Chapter; a member of the Estate Planning Council of Rhode Island; and a member of the Parish Finance Council of Holy Apostles Church in Cranston, Rhode Island.

 

*Licensed but not practicing.

Contact Information:

Bolotin Financial Group

301 Edgewater Place, Suite 200
Wakefield, MA 01880

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Bolotin Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC or its affilated companies. Supervisory address: 200 Clarendon Street, 19th Floor, Boston MA 02116. (617) 585-4500.

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