Tyler Venditti

Evaluator
DISC Type : sdc

Investment Advisor Representative at Singer Wealth

Boca Raton, Florida, United States

Overview

Tyler Venditti is an Investment Advisor Representative at Singer Wealth, specializing in customized wealth and retirement plans for families. An MBA graduate from Lynn University, he leverages his financial expertise to help clients achieve long-term confidence. He holds Series 65 and Florida 2-15 Health, Life & Annuities licenses.

Outside of his financial practice, Tyler has a significant background in athletics as a former college baseball pitcher for Lynn University and Eckerd College, where he was also president of the Student-Athlete Advisory Committee. His hobbies include watching UFC, playing video games, and following his favorite team, the Boston Red Sox.

He received the James R. Harley Award, the highest honor for a student-athlete at Eckerd College, recognizing excellence in leadership, academics, and athletics.

Personality Overview

Thorough Evaluator

Fast But Analytical

Hard To Convince

They focus on the results, but can still be quite procedural and analytical about how to get there  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service

Topics They Care About

Wealth & Retirement
His professional focus is on creating customized wealth, retirement, and insurance plans for families and high-net-worth individuals.
Financial Goal Setting
He speaks publicly on topics like "Invest in Your Dreams: Tips for Aligning Finances with Life Goals, " showing a passion for helping others plan their future.
College Athletics
As a former college baseball pitcher and student-athlete leader, he has a deep connection to the dedication and discipline of collegiate sports.

Media Appearances

Tyler has no verified media appearances

Work History

3-2025
Investment Advisor Representative at Singer Wealth
9-2024 - 3-2025
Investment Plan Associate at Singer Wealth
8-2022 - 9-2024
Baseball Player at Lynn University
8-2022 - 5-2024
Bartender at Sixty Vines
8-2017 - 3-2020
Expeditor/FOH Specialist at NOBEL HOUSE

Education

8-2022 - 5-2024
Master of Business Administration - MBA from Lynn University
2020 - 2022
Bachelor's degree from Eckerd College

More Information

Social Presence :

Prographics :

Exp : 5 Location : Boca Raton, Florida, United States Job Level : Junior Designation : Investment Advisor Representative at Singer Wealth
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Insights For Selling To Tyler

During A Call Or A Meeting

DO's

  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Showcase how you can impact results but also make sure that you share detailed information too

DONT's

  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Avoid making strong statements, instead invite them to agree with you by asking them questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tyler is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Tyler

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Tyler move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Tyler take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Tyler

Personality Compatibility


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