Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
AN ESSENTIAL RESOURCE FOR YOUR FAMILY
I am a CERTIFIED FINANCIAL PLANNER™ professional who runs a second-generation wealth management practice providing goals-based wealth management for nearly 50 multigenerational families. For nearly two decades, I have focused on creating highly customized retirement income strategies and aiding clients through the key transition of accumulating wealth during their working years to paying themselves in retirement. Like my father did for decades before me, I serve as trusted family advisor and help clients educate the next generation and pass on wealth to heirs as smoothly as possible by assisting in the estate planning process. I utilize a team of in-house specialists along with my curated network of external partners, which means resources are always at my fingertips.
I have a great passion for educating and empowering women, often an underserved group in my industry, about investments and wealth management planning. Because of this passion, I have run a women-only seminar series since 2011 called Wine & Wisdom Workshops for Women to create a friendly learning environment where there are no "dumb questions." Most women have a critical need for a CERTIFIED FINANCIAL PLANNER™ professional to be their essential resource when navigating complex life transitions such as marriage, divorce, retirement, caregiving an elder or enduring the death of a loved one.
I am my clients’ family advisor for life. It is a responsibility I do not take lightly. Clients know they can depend on me as their dedicated problem-solver, so they feel prepared for life’s unexpected curveballs. To have a meaningful impact on my clients’ lives and enjoy lifelong relationships, just as my father did, is immensely rewarding.
An experienced financial advisor for almost two decades, Vicky began her career at Morgan Stanley in 1999 with her father and in 2006 moved to Merrill Lynch to take advantage of the breadth of wealth management planning resources available at the firm. Vicky obtained her CERTIFIED FINANCIAL PLANNER™ (CFP®) certification to have the knowledge to go beyond investment planning to provide her clients with advice and guidance for all aspects of their financial lives. Her areas of focus include: financial strategies, retirement planning and creating retirement income strategies, and working with clients’ advisors to assist with tax and estate planning services. Two groups of clients typically attracted to Vicky's practice are: busy professional women facing a major life transition and pre-retirees ready to roll up their sleeves to engage in thoughtful retirement planning.
A native of St. Louis, Vicky majored in Journalism and Spanish and minored in Philosophy at the University of Missouri-Columbia. She currently resides in Chesterfield with her husband, Iñigo, and their three children: Julen, Lorea and Naia. When away from the office, Vicky enjoys the symphony, Bikram yoga, wine, craft beer, visiting her in-laws in Spain, fashion, the arts and her involvement with the Professional Women’s Alliance.
University of Missouri-Columbia
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1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.