Introduction

With more than twenty years of experience in the financial services industry, Victoria provides comprehensive financial planning tailored to each of her clients. As Vice President - Investments at Raymond James & Associates in Coral Gables, Florida, she uses a hands-on approach when working with clients, meeting them on a regular basis to ensure their investments remain suitable for their objectives throughout changing personal and market conditions. After more than twenty years, Victoria remains passionate about delivering personalized financial advice for each client. Families, retirees, executives and business owners’ count on Victoria to help them identify, understand and design a plan to achieve their goals. When appropriate, she will coordinate client meetings with tax professionals, attorneys and other advisors to help ensure that financial plans and portfolios take into account the client’s complete financial picture.

Services

Victoria provides financial planning services to Non-US resident clients and individuals planning to immigrate to the United States. In addition she helps families, Executives and business owners with retirement planning including 401k plans, retirement income analysis and social security planning.

Experience and Education

Prior to joining Raymond James & Associates, Victoria worked for fourteen years with Morgan Stanley Smith Barney as a Vice President of Wealth Management. She graduated with a Law degree from Universidad Catolica Andres Bello, in Caracas, Venezuela in 1990. She also obtained a Diploma of Financial Management from New York University, in New York City. Originally from Caracas, Venezuela, Victoria is committed to making a difference in Miami, the city she’s proud to call home. She supports many local organizations like the Women’s Fund of Miami Dade, Lotus House, Aqua Foundation, Save Dade Foundation and America Developing Smiles (ADS). Victoria enjoys swimming, biking and hiking. She’s an avid traveler and gourmet cook and loves spending time with her family.