Vitucci & Associates, Bay Area Financial Advisors, Has Named Jerry Sullivan as the "Associate of the Year"

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Vitucci & Associates, Bay Area financial advisors, has named Jerry Sullivan as the "associate of the year". The award was based on sales performance in 2011*.

We are very proud that Jerry achieved this honor for 2011. He joined our company in 2010 and has exhibited outstanding initiative and dedication in developing new clients and providing service to existing clients.

Vitucci & Associates, Bay Area financial advisors, has named Jerry Sullivan as the "associate of the year". The award was based on sales performance in 2011*.

Pat Vitucci, a Bay Area Independent Financial Advisor and President/CEO of Vitucci & Associates made the announcement at a recently held meeting at the headquarters office in Walnut Creek, CA. There are 10 other Vitucci & Associates offices throughout the Bay Area.

“We are very proud that Jerry achieved this honor for 2011. He joined our company in 2010 and has exhibited outstanding initiative and dedication in developing new clients and providing service to existing clients", said Vitucci.

Pat Vitucci provides financial advice for several radio and television stations and hosts his own hour-long radio show called “Your Financial Life.” He conducts seminars on various financial topics throughout the Bay Area, sometimes in conjunction with other industry professionals, and has lectured at many organizations, both civic and fraternal, and at numerous corporate-sponsored events.

Pat’s mantra—“Don’t Invest And Forget”—is not only the title of his recent book, but reflects his approach to managing investments with an active asset allocation method of continually evaluating and redeploying clients’ portfolios based upon changing market conditions.

Pat Vitucci has been an active leader in the financial services industry for more than 30 years. He has served in various capacities in his corporate life, including as President of Broker Relations and President of a subsidiary of a major financial corporation. He lives in Alamo and was educated at, Monmouth University in New Jersey where he earned a Bachelor of Science Degree in Economics.

  • Security and advisory services offered through National Planning Corporation (NPC), member FINRA, SIPC and a registered investment advisor. Vitucci &Associates and NPC are separate and unrelated companies. Award is based on individual production in 2011 and is not a reflection of investment performance or future success. 60155

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Charlie Coane
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