Brad Vitucci
- Role
- Financial Advisor, Cfp at Morgan Stanley
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Brad Vitucci
I help individuals and closely held business owners make confident decisions regarding…
Experience
Financial Advisor, Cfp
Mar 2019 — Present
Utilizing a disciplined financial planning process to help clients meet their goals, whether that is retirement, education funding, wealth transfers or preserving wealth. Disclaimers: © 2021 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any trading strategy. M SSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor\'s past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/brad.vitucci The information or content is for US residents only and subject to the following terms: Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC\'s licensed insurance agency affiliates. The investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor\'s individual circumstances and objectives.
Skills
- Advertising
- Marketing
- Media Planning
- Sales
- Marketing Strategy
- New Business Development
- Social Media Marketing
- Account Management
- Digital Media
- Integrated Marketing
- Advertising Sales
- Broadcast Television
- Customer Service
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