With over 30 years in the financial services industry, Vicki specializes in assisting clients with financial planning strategies for investments, insurance and risk, credit and liability, and generational legacy for preserving and transferring wealth.

Vicki loves helping families prioritize what is most important now and for future generations, while identify fulfilling goals so that they can live life with confidence. She loves to walk alongside clients and business professionals, educating and utilizing proper planning tools to create financial freedom, quality time to spend with family, and allow for deeper community involvement. Succession planning, charitable giving, and legacy resources are specialized areas of focus.

Vicki is a mentor with the Raymond James Associate Mentoring Program, working with new Financial Advisors in the industry. She has proudly served in several regional management roles throughout the Northeast Florida footprint over her career. She has a passion for serving others and ensuring a confident path to professional success and personal growth.

Vicki is an Accredited Asset Management Specialist™ professional and holds Series 6, 7, 26, 63, 65 and life, variable annuities, and health insurance licenses. She completed banking courses at Mississippi Gulf Coast Community College and graduated from Cohen Brown Leadership Training.

Q & A: Personally Speaking

Q: What is your favorite kind of trip?
A. Anywhere where I can put my phone away and focus on quality time with my family. Typically, in a tropical environment or the mountains.
Q. What are your must-have travel items?
A. My Bible, fan, my coffee, flip flops and yoga pants.
Q. How do you spend your time outside of the office?
A. Spending time with my husband, Todd, my best friend. We love going to different restaurants and traveling as often as possible. We are blessed to live near the beach so that is always a weekly occurrence.
Q. If you weren’t doing what you do today, what other job would you have?
A. I would be in full-time ministry of some sort or empowering women in various ways.
Q. What’s the one thing that might surprise others about you?
A. Given my connections to law enforcement and the military my whole life, I have no tattoos.
Q. If you could spend a week anywhere in the world, where would it be?
A. Israel. Several large churches in the U.S. do annual trips there to walk where Jesus did.
Q. What’s the one thing you couldn’t live without?
A. My family.
Q. How do you define success?
A. Being able to maintain the right order and life balance. God. Family. Everything else.