Brian Vitale has been in the financial services industry for over 46 years and is one of the most experienced advisors at the firm. Brian represents both individuals and businesses, creating financial strategies that address each client’s unique needs, helping them achieve their definition of financial success.
The cornerstone of Brian’s practice is his focus on his clients with the goal of providing them with exceptional service. He can often be heard saying “My goals in life and business are the same. I just want to help as many people as I can, as often as I can and in any way I can”. This quote lays testament to his “people first” approach to his life and business.
Brian has been the recipient of numerous industry awards. He was named the General Agents and Managers Association (GAMA) “Man of the Year” three times; is a life and qualifying member of the Million Dollar Round Table (MDRT) and has been named to their “Top of the Table” on three separate occasions. At the age of 31, Brian was recognized by Phoenix Life as being the youngest person to be inducted in to the firm’s Hall of Fame.
Brian’s passion extends to his efforts in community service. A founding financial donor of The Transplant House of Cleveland Brian continues to support the organization and is a current member of the Board of Directors. He was a past recipient of the American Cancer Society “Certificate of Merit” and the 2017 ‘Quality of Life Awardee’ bestowed upon MDRT members who give their time to serve charitable programs in their communities.
Brian has two children, Marjorie and Kyle and currently resides in Warren, NJ with his wife Diane. He is an advisor and Senior Partner with Vitale, Caruso & Associates, an affiliate of Allied Wealth Partners.
Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation. Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation
GAMA International is a membership organization for which individuals must submit applications and payment. The organization is geared toward those in a recruiting, training, or supervision role in the financial services industry. Awards are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting selected by the applicant. Individuals must be current with membership dues and submit an application fee for consideration. Working with this individual is not a guarantee of future financial results. Investors should conduct their own evaluation.