Tim Vitense, ChFC®, CLU®
Vice President
Tim Vitense is the newest member of the Carlton Investment Services Group team. He came on board in November of 2021 as Vice President and is a Registered Representative.
Tim brings over 10 years of experience in the insurance and financial services industry to the firm. He provides full-service financial planning, including financial plan creation, investment management, insurance planning and an emphasis on helping clients create multiple streams of tax-free income in retirement.
He holds his FINRA Series 6, 63, and 65 as well as holding his Chartered Financial Consultant (ChFC®) & Chartered Life Underwriter (CLU®) designations through the American College of Financial Services.
Tim chose this career because of the unlimited potential to have both a positive and purposeful impact in the lives of clients and in the communities he serves.
Outside of work, Tim enjoys trying out new restaurants with his wife Maggie and spending time with his family and French Bulldog, Leo. He also enjoys an active lifestyle by playing soccer, running, biking, and playing more soccer. If you couldn’t tell, he loves soccer!