Victoria joined Private Client Group in July of 2020. She will serve as a consultant specifically focusing on providing families living with a special needs situation. Victoria will develop tailored solutions for the complexity faced by families with a special needs member. This includes a comprehensive review of the beneficiary’s government benefits, medical, social and psychological conditions.
Prior to joining Private Client Group AM, Victoria spent over 25 years as a Vice President – Investment Officer with Durland, Pierce and Labourdette Group at Wells Fargo Advisors. She provided comprehensive investment planning predominantly to families with emphasis on diligent attention to retirement and estate planning techniques.
Victoria graduated from St. Lawrence University with a BA in Sociology in 1991. She is a volunteer lacrosse coach and serves as a Meals on Wheels volunteer. Victoria resides in Tewksbury, NJ with her 4 daughters.
She holds FINRA Series 7, Series 65, Series 63 registrations and holds the professional license for life and health insurance.