Tyler J. Vitale

Tyler is an Associate Financial Advisor in Cary Street Partners’ Glen Allen office. He partners with a Senior Financial Advisor in managing and developing client relationships, as well as sourcing prospects and managing client relationships independently. Tyler creates and presents financial plans to clients and prospects and monitors progress toward achieving client goals while maintaining all compliance and client service standards.

Experience:

• Grafana Labs, Sales Development Representative
• Symmetry Financial Group, Field Underwriter
• North Star Resource Group, Financial Advisor

Education/Certifications:

• Virginia Tech, BS, Finance