Victor is a partner of a wealth management team in the Philadelphia area and he works with affluent individuals and families to address their financial goals and streamline their wealth management services. Victor is a CERTIFIED FINANCIAL PLANNER™ professional and with his experience in the areas of wealth management, investment analysis, and estate planning strategies, Victor's goal is to simplify client’s lives and allow them to focus on what is truly meaningful to them. His full service and holistic approach allows him to encompass the role of trusted advisor for all of his clients.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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.
