Victoria has been with West Financial Services since November 2016 and is a senior relationship manager. Victoria’s Big Four accounting and big bank experience have helped shape the comprehensive wealth management perspective that she provides each day to her West Financial clients. Victoria particularly enjoys developing creative solutions to balance competing priorities, for example, through pre-marital planning and tax-efficient legacy planning.
Victoria earned her BA in Business Administration from University of Florida, is a CERTIFIED FINANCIAL PLANNER™ professional, and received her Certificate in Financial Planning from Georgetown’s School of Continuing Studies. She is also a member of the Washington D.C. Estate Planning Council and has been recognized in Washingtonian as a Top Financial Adviser1 (2019, 2021 and 2022), and in Northern Virginia Magazine as a Top Financial Professional2 (2022).
Victoria hails from South Jersey and has called the D.C. area home since 2006. She currently lives in Falls Church, Virginia with her husband and three daughters.
1Washingtonian: Top (Fee-Only) Financial Advisers
To arrive at the names of the area’s top financial advisers—the fee-only financial planners, fee-based advisers, estate attorneys, tax accountants, and insurance advisers marked with a “best adviser” tag—the Washingtonian distributed surveys to hundreds of people who work in the local financial industry, asking them whom they would trust with their own money. Washingtonian also did their own research, consulting industry experts and publications. The “best adviser” names on this list are the people who received the strongest recommendations. Most of the “best advisers” are at smaller, independent firms. The surveying process does not turn up as many names at large banks and brokerages. One reason is that banks and brokerages sometimes keep more work in-house—and if a financial adviser isn’t referring clients to outside professionals, that adviser might not have a network that earns peer votes.
2Northern Virginia Magazine: Top Financial Professionals
To compile the Top Financial Professionals listing, we sent surveys to all Northern Virginia financial professionals, asking them to recommend other financial professionals whom they would refer to friends and family. Those on the listing received the most nominations. Although some Top Financial Professionals winners choose to advertise in the magazine, they cannot pay to be included on the list. This listing and the advertising section are separate entities.