Victoria’s goal is to provide each client with the knowledge that their financial life is in both capable and caring hands. She works closely with Stephen, participating in all client and portfolio manager meetings. The team’s financial planner, she joined her father at Trudeau Wealth Management in September of 2012. Victoria works personally with our clients to create comprehensive plans for retirement and beyond, and she is the team's resource for questions regarding Social Security and Medicare. Victoria has completed extensive continuing education in the field of financial planning. She is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Private Wealth Advisor® designee, and Chartered Retirement Planning Counselor (CRPC®) certificant. She is also responsible for assisting clients with their insurance needs, including long-term care, life insurance, and annuities. She holds Series 7 and 66 securities licenses, Life, as well as Accident and Health, Variable Life, and Variable Annuity Insurance licenses. Victoria has a Bachelor’s degree from Sweet Briar College in Virginia, and a Masters degree from the University of Chicago. She sits on the Outreach Committee for Mariners' Church of Detroit, serves as president of Sweet Briar College's Detroit Alumnae Club, and is a member of the Detroit Athletic Club and the Hundred Club of Detroit. Victoria and her husband Colbert live in Ferndale with their daughter, Genevieve.
Registered States:
AZ, CA, CO, CT, FL, IL, IN, MA, MD, ME, MI, MO, NC, NJ, NY, OH, OK, OR, PA, SC, TX, VA, VT, WA