Vincent joined Merrill in 2022. With over 20 years of experience in the financial services industry, he brings a wealth of knowledge in banking, insurance, and investments. This experience has enabled him to meet the diverse needs of his clients through a unique holistic planning approach. Vincent works with clients in the Education, Government, Healthcare, and Non-Profit sectors. In addition, helps IT professionals and small businesses. His knowledge of these industries enables him to provide personalized financial strategies that are uniquely tailored to meet the needs of clients and adeptly handle the various obstacles that arise from life changes like job transitions, wealth transfers, cash-flow management, and retirement planning.  Vincent, a native Washingtonian, grew up in Washington DC. He is dedicated to making a positive impact in his community and currently serves on the board of Community of Hope, an organization that focuses on offering healthcare, housing, and supportive services to underserved and low-income families in the DC area. Vincent’s personal passions include traveling with his family and enjoying music and football. His most active pursuit is martial arts, specifically Krav Maga and Brazilian Ju-Jitsu.

Vincent's industry credentials include: Chartered Retirement Planning Counselor™, CRPC™ designation, FINRA registrations: Series 6, 7, 63, and 65, insurance incenses: Life and Health, and Senior Portfolio Advisor (Merrill). *A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies.