Patricia Vitale, RICP®SR. RELATIONSHIP MANAGER
Prior to joining United Capital, Patricia was an Operations Manager of Total Financial Advisors, LLC. She’s been a member of the team since 1998. Pat serves as a primary point of contact for hundreds of clients, providing account information and answering client questions.
Pat began her career with an insurance agency in 1995. Since then, she has expanded her areas of knowledge and responsibility to include both investments and financial services.
Pat is an investment adviser representative holding a Series 65 registration, and is also licensed as a Life, Health, and Annuity Agent in New York. Pat is an essential part of the management of this office and administers to a multitude of tasks. Pat received a Service Excellence Award* in 2008.
*Internal award, not indicative of investment performance.