Phil Nuccetelli is a Senior Managing Director at Lee, Nolan & Koroghlian, LLC, where he advises individuals, families, and business owners throughout the New York City metropolitan area on complex financial planning decisions. His career has been built on long-term relationships, disciplined strategy, and a steady commitment to helping clients protect and transition wealth with clarity and confidence.

Throughout his career, Phil has combined senior leadership responsibilities with the management of his own sophisticated practice—providing him with a comprehensive perspective on retirement planning, estate strategy, and business succession planning. This dual role has allowed him to understand both the technical and personal dimensions of financial decision-making, ensuring that each plan is grounded in practicality and aligned with long-term objectives.

Phil’s professional path includes senior leadership roles at AXA Advisors and Equitable Advisors, where he spent more than a decade advising clients while also mentoring and developing advisory teams. His progression into executive leadership reflects a consistent emphasis on accountability, precision, and the thoughtful construction of planning strategies designed to endure across generations.

Today, Phil serves as Senior Managing Director at Lee, Nolan & Koroghlian, LLC, a MassMutual firm. In this role, he works closely with clients across multiple jurisdictions, integrating insurance, investment, and advisory solutions into cohesive strategies that evolve alongside changing personal, business, and market conditions.

Phil holds the Series 7, Series 66, and Series 24 registrations and earned a Bachelor of Science in Economics from Rutgers University–Newark.

Clients value his measured approach, technical depth, and unwavering focus on continuity—trusting that the plans he helps build are designed not only for today, but for the years ahead.