Prior to joining Merrill Lynch Wealth Management in 2001, Vicki spent 25 years in sales and management for Xerox. Over the past two decades, she has developed a thoughtful understanding of the issues that can impact the financial lives of successful men and women clients and multiple generations of their families throughout Houston and in various states around the country.

 Having spent two decades as a single mother, Vicki finds it extremely rewarding to provide a comfort level and develop a rapport with female investors who may be divorcees or widows. Empathetic and accessible, she has a personal understanding of the wealth management needs of women and can help guide them as they assume full responsibility for their finances. She also offers sophisticated perspectives to help the owners of private companies and other professionals address the unique challenges associated with owning and running a business. 

 Vicki holds the Chartered Retirement Planning Counselor, CRPC^® designation. Passionate about understanding every client’s unique story, her goal is to help create a wealth management experience that is thoughtful and thorough. Depending on their distinctive needs, Vicki may draw from a multitude of tools and services, including alternative investments*, separately managed accounts, cash management, stock options analysis, and retirement planning strategies. She is backed by a team of highly credentialed specialists and together they help provide strategic advice and guidance to clients with respect to trust and estate planning services, and customized banking, credit and lending solutions provided through Bank of America.

Born and raised in the Midwest, Vicki moved to Houston in 1970 and married her husband, Rodney, who is a lawyer and native Houstonian. She currently serves of the boards of the Houston Masterworks Chorus, the Anti-Defamation League, and volunteers with The Salvation Army Women's Auxiliary.

Vicki is the proud mother of three daughters and in her spare time she enjoys singing with Night Train, a local jazz trio, acting in community-theater, and playing bridge and golf.

 

^{*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.}
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.