Victor worked at Adviser Investments from 2016 to 2019. During his time here, Victor earned the CERTIFIED FINANCIAL PLANNER™ designation and helped launch our financial planning service, constructing and delivering financial plans to help our clients prepare for and achieve their unique life goals. As manager of the firm-wide financial planning department, Victor helped set the standards that ensure that every client receives the same high-quality planning experience. He enjoyed sharing his expertise with our clients, and hosted several episodes of The Adviser You Can Talk To Podcast® on financial planning, which remain available here.
Before his financial planning work, Victor worked as an account manager and was responsible for coordinating all services and needs associated with client accounts. Prior to joining Adviser Investments, Victor worked as a registered representative with New York Life and as an investment adviser with Eagle Strategies. He began his career as a senior management consultant at IBM Global Business Services, a post he held for three years.
Victor graduated from Ohio University in 2013 with a B.S. in business administration in accounting and a concentration in finance and economics. An avid outdoorsman, fly fisherman and beer homebrewer, he and his wife reside in Chapel Hill, N.C., where she is pursuing her doctorate.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
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