John Morelli
Senior Regional Vice President 9735929488

About Me

As a Senior Regional Vice President for New York Life Retail Annuities, I’m responsible for annuity distribution across all channels in Delaware, Pennsylvania and New Jersey (South, 080-084). My goal is to develop and implement strategies with advisors to help their clients accumulate assets and mitigate the most common risks associated with retirement income planning.

I have over 20 years of industry experience and joined New York Life in 2001 after working for the Concord Equity Group and MassMutual. In addition to my current role, I took on additional responsibilities in 2020 by becoming a Home Office Sales Liaison. With this title, I provide real time field intelligence and ideas for the purpose of maintaining New York Life’s competitiveness in products, marketing, and thought leadership.

I live in Wynnewood, Pennsylvania with my wife Shari, children Nathan and Sadie, and our two dogs. I hold a Bachelor's degree in finance from Radford University and studied monetary policies at the University of Antwerp. 

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I would like to learn more about your challenges, client needs, and hobbies and passions.

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