Joe Vita,AIF®
Investment Advisor Representative
Joe Vita joined Winchester Financial Group in 2022, after many years in the financial industry. Joe started his career as a trader and securities salesman. During these years he served as Vice Chair of the Boston Stock Exchange, President of the Business Conduct Committee of the Boston Stock Exchange as well as Senior Executive Director of a large investment banking firm. Since 2010, Joe has been an Investment Advisor for 401(K) plans, company executives, retirees and individuals/families trying to build financial wealth for their future goals. Joe holds series 7, 63 and 66 registrations, is life insurance licensed and has held his Accredited Investment Fiduciary Designation for 4 years.