Michael Rogero, CLU®, ChFC®

Vice President - Estate and Financial Planning

Domicile State: FL

The Rogero Family’s remarkable journey into the Life Insurance/Financial Services Industry started in 1950 when Stephen Rogero, CLU (Steve) became an Agent in Prudential’s Jacksonville Office, and then as Agency Manager of the Memphis Ordinary Agency. In 1967 he was promoted to Vice President of the Prudential New England Regional Home Office in Boston, and finally back home as Agency Manager of the North Florida Agency in Jacksonville. Steve Retired in 1986.

Steve Rogero was a mentor and role model to many who entered the Life Insurance Industry, but none more so then his son, Michael J Rogero, CLU, ChFC. Mike entered the insurance business as an Agent with Prudential in 1975. During his tenure with Prudential he qualified for their Regional Business Conference, was named General Agent and Managers Association Agent of the Year and was a Prudential Premier Presidents Club Qualifier.

In 1995 Mike joined Northwestern Mutual as an Agent until 2000 at which time he affiliated with Financial Design Associates, the Jacksonville office which was formerly a general agency of Massachusetts Mutual Life Insurance Company (MassMutual). He served on the Society of Financial Professionals from 2009-2012 and NAIFA-Jacksonville Board from 2004-2007. Mike is well known as an experienced professional in the use of insurance products for Business Owners, Professionals, and other High Net Worth Individuals and Families.

Mike is a member of the National Association of Financial Advisors in Jacksonville and a past Board Member of the Society of Financial Service Professionals.

Mike and his wife Marcia are the parents of 10 children and they have 19 grandchildren.


Phone 904-997-2370
Fax 904-791-3422