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

Marked by a steadfast commitment to helping individuals understand and leverage finance as a tool for achieving both their financial and broader objectives, Dr. Bartlett's distinguished career in insurance and investment services spans more than four decades. Since 1996, she has served as an investment advisor and insurance agent at Ronald A. Bartlett & Associates, LTD, where he has guided clients through comprehensive financial assessments regarding 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, and he is credited with building a firm that has maintained an A-plus rating with the Better Business Bureau for the past 25 years — a testament to his dedication to the highest standards of service and client satisfaction.

Earlier in his career, Dr. Bartlett held the position of general agent at First Investors Financial Services from 1984 to 1987. This period allowed him to gain valuable experience in financial assistance and life insurance management as he further developed his skills in client engagement and strategic planning.

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

Alongside his primary roles, 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. Additionally, he has maintained Top of the Table honors with the Million Dollar Roundtable for 20 years — an elite distinction reflecting his exceptional performance within the field — and has been a member of the organization for 40 years.

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

Dedicated to the ideals of continuous learning, Dr. Bartlett has obtained numerous certifications to further his qualifications in the financial services sector. He is recognized as a National Tax Practice Institute (NTPI) fellow of the National Association of Enrolled Agents and as an enrolled agent by the United States Department of the Treasury. Furthermore, he is certified as a financial fiduciary by the National Association of Certified Financial Fiduciaries and in life insurance and annuities by the National Association of Insurance and Financial Advisors.

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

Beyond his business endeavors, Dr. Bartlett has demonstrated a deep commitment to civic engagement through three decades of mentorship with young men and women, helping them to channel their energy and skills toward finding success. Looking to the future with determination, he aims to expand Ronald A. Bartlett & Associates nationally by hiring advisors across the United States — continuing his longstanding legacy of leadership within the insurance and investment sectors while empowering individuals and families to achieve their own financial goals.

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