Joseph A. Vitale is a veteran Financial Advisor who has provided needs-based wealth management planning since 1994. He strives to build personal and lasting relationships with clients, which allows him to create the best solutions for them based on their needs, goals, and risk tolerance.

Prior to joining the firm in 2017, Joseph spent 11 years serving a wide a variety of clients at JPMorgan Chase. 

Joseph holds FINRA Series 7 and 66 Licenses along with Illinois Life, Health, and Variable Insurance Licenses. He also earned his Accredited Investment Fiduciary designation in 2017.