We are pleased to announce The Vitale Group is being recognized as a Best-In-State Wealth Management Team by Forbes/Shook research. This recognition is awarded to Wealth Management Teams that include at least one team member that has a minimum of 7 years as an advisor and is based on considerations such as full client experience, compliance records, community involvement, discussion with management and peers, revenue trends, assets under management and credentials. These incredible recognitions are reflections of our continuous dedication to providing the best level of care and service that our clients expect and deserve. We do not take these acknowledgements lightly and are thankful every day for the families and businesses we get to work alongside for generations.

Published on 2/2/23 based on data as of 9/30/22

It is an incredible honor to have Shannon Vitale recognized by Forbes/Shook Research as a 2023 Top Women Wealth Advisor Best-In-State. This accomplishment is awarded to female advisors based on criteria such as experience as an advisor, compliance record, assets under management, client retention, and several qualitative metrics. 




Published on 2/2/23 based on data as of 9/30/22