Victor is a Financial Advisor on our team and take the time to understand our clients needs, concerns and goals. Victor strives to help clients preserve and grow their wealth, as well as provide advice and guidance in the areas of tax, estate and education planning. He is committed to ongoing professional education to help him understand market changes and present clients with new opportunities. Victor is a CERTIFIED FINANCIAL PLANNER® professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Chartered Retirement Planning Counselor™, CRPC™ designation and the Accredited Wealth Management Advisor™, AWMA™ designation.
Victor earned a Bachelor of Science in Information, Sciences and Technology from Pennsylvania State University. He is committed to giving back to the community and enjoys spending time with his wife Jamie and son Dominic.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
