Victoria 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 25 years, 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 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 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." 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 25 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: 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. When away from the office, Vicky enjoys the Symphony, hot yoga, wine and beer tastings, visiting her in-laws in Spain, and serving on the PTO Board of her children's school.