Never miss a story — sign up for PLANADVISER newsletters to keep up on the latest retirement plan adviser news.
NFP Hires Adviser Calvelli to Retirement Group
Deana Calvelli will report to Joel Shapiro, head of retirement at Aon’s NFP.
Retirement plan adviser Deana Calvelli has joined NFP’s retirement division in the Northeast region, according to the Aon-owned company.
Calvelli, a vice president of retirement and wealth, reports to Joel Shapiro, president of retirement, and Pam Basse, managing director of retirement for the Northeast region.
“Deana has been directly involved in the evolution of the industry, and her appointment is an important step for NFP as we work to advance change that helps the industry operate more collaboratively for the betterment of plan participants,” said Shapiro in a statement.
Calvelli brings the division more than 30 years of experience in plan advisement, including most recently running her own consultancy. Before that, she worked at Creative Planning, which she joined when the company acquired Lockton in late 2021.
At NFP, Calvelli will “facilitate growth across the business with a focus on the Northeastern U.S.,” according to the firm.
She joins NFP after it was acquired by Aon in April for $13 billion. Aon, a London-based risk, retirement, wealth and health benefits firm, has said NFP will continue to operate under its own name while leveraging Aon’s platforms and resources.
Calvelli was a 2023 PLANADVISER Top Retirement Plan Adviser and a Top Women Advisor Captain in 2022 by the National Association of Plan Advisors.
“I’m looking forward to making meaningful contributions at NFP and helping grow the retirement business in the Northeast region,” said Calvelli. “Under Joel’s leadership, NFP consistently demonstrates a dedication to client success while elevating the retirement plan advisory industry.”