New York Life Insurance of Charleston

New York Life Insurance of Charleston is a life insurance agency in Charleston, SC, located at 100 Coastal Dr Ste 300. The agency provides financial guidance and insurance services to individuals, families, and business owners. It operates as part of the Greater SC General Office of New York Life, serving the Greater SC market, including Charleston, Charleston, Columbia, and surrounding areas.

The office is led by Managing Partner Brett Muniz, who brings over 30 years of experience in sales team development and more than two decades in the insurance and financial services industry. Muniz holds FINRA Series 6, 63, 7, and 24 licenses and serves as the Registered Principal. He began his career with New York Life in 2010 as an agent in the Charleston office, was promoted to Partner in 2011, and became Managing Partner in 2019. He currently leads a team of more than 80 agents and advisors, supported by a leadership structure that includes two Partners, four Associate Partners, a Director of Development, and a Service Leader.

Partner Pat Piscitelli, a former firefighter for the City of Charleston, focuses on developing financial professionals and helping clients create lasting legacies. He combines respect for proven principles with a forward-thinking mindset to guide individuals, families, and business owners toward long-term financial confidence. Partner James “Jimmie” Shaw is also part of the team, combining extensive industry experience with a passion for mentorship and client service as a licensed representative, mentor, and trainer.

The agency offers specialized support through the Advanced Planning Group, a team with expertise in legal, accounting, insurance, and business planning for high-net-worth individuals and businesses. This group focuses on asset protection, capital asset risk, income taxation, income protection, retirement planning, and estate planning. The professionals involved hold advanced degrees and industry designations. citizens, and estate tax mitigation. The agency also provides educational opportunities to professional advisors, including attorneys, accountants, and trust officers, to facilitate collaborative client service.

By combining deep local leadership with the resources of a mutual company founded in 1845, New York Life Insurance of Charleston delivers personalized financial protection and planning to the Charleston community.

BizScoreAI gives New York Life Insurance of Charleston a Content Quality score of 75 out of 100. This solid result means the website clearly answers customer questions and describes its pages in a way that AI assistants can quote directly. The agency also earns a Technical score of 70 out of 100. This solid rating confirms the website is secure and indexable so search engines can read it without errors.

Services:

• Account Access NYL Online Account
• Business Solutions
• Financial Planning
• Financial Skills & Scholarships
• Life Insurance
• Mutual Funds
• NYLIFE Securities LLC
• Retirement Solutions