First Vice President, Wealth Management
Vic is a first vice president at HPL + Associates, a team based in Charlotte, North Carolina. Prior to joining Raymond James in 2019, Vic was at Merrill Lynch for 29 years. He served as the company’s consumer market executive in Charlotte and as marketing executive for the national municipal/public finance division and the commercial banking division. He was also the chief operating officer of a NASDAQ-traded bank holding company in Charlotte. His primary role on the team is wealth planning for our clients by developing strategies for cash flow needs, savings, retirement, and estate and trust services. He also works closely with foundation and endowment boards to help develop investment strategies, including impact and socially responsible investing*.
Vic graduated from the College of Charleston. He earned his MBA from Western Carolina University and the European management certificate from Hogeschool Brabant School of Management and Economics in Breda, Netherlands. He is the founder and past chairman of the U.S. National Whitewater Center in Charlotte; a director on the foundation board and the alumni board for the College of Charleston; founder of the monthly PitchBreakfast startup pitch practice events in Charlotte, Charleston and Asheville; and past chairman of Charlotte Regional Film Commission. Vic and his wife, Sherri, live in Charlotte and have two children.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.
Sustainable/socially responsible investing (SRI) considers qualitative environmental, social and corporate governance, also known as ESG criteria, which may be subjective in nature. There are additional risks associated with SRI, including limited diversification and the potential for increased volatility. There is no guarantee that SRI products or strategies will produce returns similar to traditional investments. Because SRI criteria exclude certain securities/products for non-financial reasons, investors may forego some market opportunities available to those who do not use these criteria. Investors should consult their investment professional prior to making an investment decision.