Victoria takes pride in being an independent and holistic financial adviser, offering clients the freedom to explore a universe of investment solutions tailored to their unique retirement goals. Victoria has held the Series 6 and 63 licenses and now holds the Series 65 securities license, along with life and health insurance licenses.
With over 20 years of experience in the financial services industry, she specializes in crafting personalized retirement plans designed to protect, grow and optimize your wealth while aligning with your values and aspirations.
Her independent approach ensures that your financial strategy isn’t limited by a single set of products or solutions. Instead, Victoria leverages the full spectrum of available investment options to design a plan that reflects your unique needs and life goals. She believes true financial success comes from considering every aspect of your life — family, lifestyle, legacy and beyond.
When she’s not helping clients design their ideal retirement, Victoria enjoys time with her two children and four grandchildren. She loves cooking, exploring new destinations and savoring a perfectly crafted Old Fashioned.
Phone: 941.413.0331 | Email: info@vitalityinvestments.org | Website: www.vitalityinvestments.org
