Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
100 SOMERSET CORP CENTER BLVD
BRIDGEWATER, NJ 08807
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Victor joined Merrill Lynch Wealth Management in April 2015 after starting a career in financial services with New York Life in 2009. He was able to build a process based on assisting individuals, families and business owners with their wealth management needs and was then promoted to Partner. Prior to a career in financial services, Victor worked for ten years as a legal professional at Am Law 100 law firms in Washington DC and New York.*
As a Financial Advisor and Senior Portfolio Advisor with Merrill, Victor focuses on building relationships and helping growing and successful business owners that seek an advisor who is exhaustive, trustworthy and forthright in helping serve clients with their financial strategies. He is driven to provide value, an advising process and strategy based wealth management through ongoing communication and comprehensive use of Merrill resources.
Victor has a deep understanding of the often complicated financial needs of entrepreneurs and business owners — from financing and growing a business, to succession strategies, and employee benefits. Victor leverages the investment insights of Merrill and the banking convenience of Bank of America. Victor's approach is consultative and committed to excellence. First, Victor takes the time to listen to client financial situations, preferences and goals, including time horizon, liquidity and risk tolerance. Second, he offers recommendations designed to pursue each client’s income and growth objectives. Then, he follows up with discussions covering a wide range of services, leveraging the investment insights of Merrill and the banking convenience of Bank of America.
Victor earned an undergraduate degree in History and Political Science and a graduate degree in History both from Rutgers University. He was also an adjunct instructor at Hudson County Community College. In 1996 Victor was a White House Intern and received a Fellowship from the Washington Center. In 2004 he received an appointment to the FBI Academy. He is an avid Rutgers football fan and season ticket holder since 1999. Victor is also a native Spanish speaker and a member of Lambda Theta Phi Latin Fraternity since 1994.
Victor lives with his wife, Aidette and their two children in Franklin Park, New Jersey.
Rutgers University, B.A. History & Political Science
Rutgers University, M.A. History
FINRA Series 7 registration
FINRA Series 65 registration
FINRA Series 63 registration
FINRA Series 9 registration
Annuity, Life & Health Licensed
Se Habla Español
*No legal or tax advice is provided in my role as a Merrill Financial Advisor.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
English & Spanish
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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.
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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.
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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.