For more than 35 years, Joe Pellitteri has served his clients’ financial interests through hard work and a common sense approach to successful investing. This extensive experience, through various stock and bond market cycles, enables him to help his clients structure balanced portfolios to help meet their specific financial objectives. Joe is currently a Senior Vice President - Financial Advisor. In addition to being a Financial Advisor, Joe is a Portfolio Manager through the RBC Wealth Management Portfolio Focus program specializing in discretionary models. Joe has taken an active approach in servicing the needs of Taft Hartley funds (Health and Welfare plans).
Before joining the Totland Group at RBC Wealth Management in February 2015, Joe worked as a Financial Advisor and Senior Portfolio Manager for Morgan Stanley. Joe opened the Monmouth County presence for Dean Witter, the predecessor to Morgan Stanley. Prior to Morgan Stanley, he worked as a Financial Advisor and Portfolio Manager for Wachovia and Prudential Securities. He also worked as a Branch Manager and Financial Advisor for E.F. Hutton, opening their first branch office in Monmouth County. Joe has been a member of Chairman’s or President’s Councils at his prior firms. He is committed to providing the highest level of client service. Joe focuses on working closely with clients to help them achieve their current, retirement, and legacy financial needs.
For more than 15 years, Joe coached baseball and tennis for children age eight to 17. He has two children, and four grandchildren. His son graduated from the business school at The University of Michigan, and is also in the investment business. His daughter was a full scholarship tennis player at Temple University. Joe has also been an instructor for Dale Carnegie courses and a charitable supporter for Cystic Fibrosis.