Vivian has built a long career in securities, insurance and banking in Central PA. She began her career in business management at a small business in York after completing her Bachelor of Science in business administration at York College of Pennsylvania.
Vivian joined Raymond James as a financial advisor in 2000. She holds Series 7, 63 and 65 licenses and is licensed to offer annuities, life, health insurance and long-term care to assist in her clients’ planning needs.
Vivian has a keen understanding of detailed financial planning matters--particularly in relation to estate, trust, and financial tax planning. She has prior experience in basic tax preparation.
Vivian has served as a volunteer tutor through the York Literacy Council. Vivian was born and raised in York and has one adult son. She values spending time with her family members and enjoys cooking, traveling and music, and is skilled in playing the piano.
*Tax advice is not a service of Raymond James Financial Services, Inc.