NEWPORT FINANCIAL ASSOCIATES
1120 AQUIDNECK AVENUE
PO BOX 4377
MIDDLETOWN, RHODE ISLAND 02842
PHONE (401) 846-3000
FAX (401) 848-0392
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Jack Napolitano, a well-known financial services professional and developed a specialty in working with teachers, physicians, small business owners, and business executives approaching retirement. Jack has helped people cut their income taxes, reduce and eliminate estate taxes and protect existing assets.
Jack is the Owner and Principal of Newport Financial Associates, located on Aquidneck Avenue in Middletown, Rhode Island. Jack is celebrating 36 years in business this year. He is the author of two books and is the former host of Smart Money on WADK radio in Newport County. He lectures around the country on a variety of financial topics and is a former instructor of the Life Underwriter's Training Council.
Jack maintains a Certified Long Term Care (CLTC) designation, is a member of the Middletown Rotary Club, Newport County Chamber of Commerce, Rhode Island Association of Insurance and Financial Advisors, and Waunamatonomy Country Club. He is a trustee of the CCRI Foundation and a registered representative of New Engand Securities.
Jack is a life-long resident of Newport, where he lives with his wife, Jeanne-Marie. They have four adult children, and one granddaughter.
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Tracey A. Napolitano, a practicing attorney since 1995, joined her father's firm in early 2000 as a financial representative and has added an additional level of service and insight to the firm's well-established financial services practice.
Tracey, who is a registered representative with New England Securities, has helped clients protect their estate values and existing assets by focusing on estate planning issues, probate, and business continuation plans. She helps clients avoid the common mistakes made by most retirees and pr ovides detailed advice on how to avoid these pitfalls.
She graduated with honors from Rhode Island College and Widener University School of Law in Wilmington, Delaware. She is a member of the Newport County Chamber of Commerce, the American bar Association and the Rhode Island and Massachusetts Bar Associations.
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