FLUSHING, NY, October 15, 2026 /24-7PressRelease/ -- Ronald A. Bartlett, PhD, has been recognized for achievement in insurance and investment services.

With a steadfast commitment to helping individuals understand and leverage finance as a tool for achieving their financial and broader life objectives, Dr. Bartlett has built a distinguished career spanning more than four decades in insurance and investment services. Since 1996, he has served as an investment advisor and insurance agent at Ronald A. Bartlett & Associates, Ltd., where he has guided clients through comprehensive financial assessments involving securities, retirement planning, and estate planning, with a focus on their income, assets, and long-term objectives.

Dr. Bartlett's expertise in the financial sector is widely recognized. He is credited with building a firm that has maintained an A+ rating with the Better Business Bureau for the past 25 years, a testament to his dedication to high standards of service and client satisfaction.

Earlier in his career, Dr. Bartlett served as a general agent at First Investors Financial Services from 1984 to 1987. During this time, he gained valuable experience in financial services and life insurance management while further developing his skills in client relations and strategic planning.

Dr. Bartlett began his professional journey as an insurance agent with New York Life Insurance Company, where he worked from 1980 to 1983. During this period, he acquired foundational industry knowledge and earned his initial insurance license, along with Series 6 and Series 66 registrations through the Financial Industry Regulatory Authority (FINRA).

In addition to his professional responsibilities, Dr. Bartlett has been an active member of prominent industry organizations, including the National Association of Licensed Financial Advisers and the National Association of Enrolled Agents. He has also maintained Top of the Table honors with the Million Dollar Round Table for 20 years, an elite distinction reflecting his exceptional performance in the field. He has been a member of the organization for 40 years.

Dr. Bartlett's academic background is extensive and directly relevant to his professional achievements. He earned a Doctor of Philosophy (PhD) in finance from Rogersfield University in 2023, building on a master's degree from New York International University and a Bachelor of Business Administration (BBA), with a major in banking, from Rogersfield University in 2009.

Committed to continuous learning and professional development, Dr. Bartlett has obtained numerous certifications to strengthen his qualifications in the financial services sector. He is recognized as a National Tax Practice Institute (NTPI) Fellow by the National Association of Enrolled Agents and as an enrolled agent by the U.S. Department of the Treasury. Additionally, he holds a financial fiduciary certification from the National Association of Certified Financial Fiduciaries and certifications in life insurance and annuities through the National Association of Insurance and Financial Advisors.

Reflecting on his professional journey, Dr. Bartlett attributes his success to drive, determination, self-belief, tenacity, and persistence. Happily married for more than 25 years and the proud father of five children, he values his family life and enjoys activities such as padel ball and target shooting, which provide a balance to his professional responsibilities.

Beyond his business endeavors, Dr. Bartlett has demonstrated a deep commitment to civic engagement through three decades of mentoring young men and women, helping them channel their energy and skills toward achieving success. Looking to the future, he aims to expand Ronald A. Bartlett & Associates nationally by hiring advisors across the United States. Through this expansion, he hopes to continue his longstanding legacy of leadership in the insurance and investment sectors while empowering individuals and families to achieve their financial goals.

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