Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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 with Merrill Lynch, 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 Lynch 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 Lynch 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 Lynch 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
Annuity, Life & Health Licensed
Se Habla Español
*No legal or tax advice is provided in my role as a Merrill Lynch Financial Advisor.
I follow the deep-seated Merrill Lynch 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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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 give you peace of mind* that you're on track to help 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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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
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.
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We will work to help you stay on track, regardless of what the markets are doing.