Vicky Vogel-Iturri
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 over 50 multigenerational families and other individuals. For over 26 years, I have been honored to help my clients manage the many financial facets of their life; our conversations not only include essential stock market and investment updates but also focus on family, health, career, home and philanthropy goals that influence my recommendations.
My father, my former business partner, raised my sister and me to be independent and educated daughters. As a result, 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."
I have also served as a member since 2021 of the Women's Coalition between Merrill, Bank of America and Bank of America's Private Bank. Our Coalition aims to build community by regularly hosting educational and networking events for professional women to continually increase their financial confidence.
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 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 over 26 years, 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: recent divorcees and widows navigating a major life transition, and busy professional women 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 and her husband, Iñigo, have three children. When away from the office, Vicky enjoys international travel, the Symphony, hot yoga, wine tastings, and serving on the PTO Board of her children's school.
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.
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.
