Vicky Iturri
,
Senior Vice President, Wealth Management Advisor
7676 Forsyth Blvd
Clayton, MO 63105
314.290.5994
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I am committed to being my clients’ trusted family advisor and first point of contact for any decision that has financial implications. I believe that my clients appreciate my transparency, educative manner and my unwavering commitment to guiding them toward a comfortable retirement.
Profile

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 am committed to serve as a 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 ran 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.


BIOGRAPHY

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.
About Me
Welcome

Clients often find me because their financial lives have reached enough complexity that the magnitude of a mistake they could make doing everything themselves would be high. I strive to alleviate their financial stress and help them develop a healthier relationship with their money that bases financial decisions on personal goals. Through the wealth management planning we do together, our plan projections show the results of their action or inaction. These projections, coupled with a personalized savings and financial strategy, take an abstract goal ("wanting to retire comfortably on my terms") and make it definable, actionable, accountable and personally meaningful to each client.

Meet Our Professional Staff
Deborah J Lato
Registered Senior Wealth Management Client Associate
314.290.5750
Additional Resources
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.
Joseph McCullough
Wealth Strategies Advisor
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Victoria Iturri is registered to do business in AZ, CA, CO, FL, IA, IL, IN, KS, KY, LA, MA, MI, MO, NC, NJ, NM, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI.