A Registered Principal and Registered Investment Advisor with LPL Financial, Victoria has served her clients for over thirty years addressing their financial concerns using a holistic approach to meeting their needs within the context of a financially stable, investor-centric firm. Corporate, endowment, and individual clients have benefited from her insight and utilization of unbiased research and product analysis, in developing solutions to meet their particular goals. She is a member of the American Society of Financial Planners, and has earned the designations of Chartered Financial Consultant, Chartered Life Underwriter, and a Chartered Financial Analyst specializing in wealth management and corporate financial planning. She holds Bachelor of Science degrees in Finance and Business Administration from the University of Massachusetts - Amherst.