Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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 Wealth Management 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
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address 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 approach to address your needs and pursue your goals.
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We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.