Victor is a seasoned financial planner and wealth strategist, bringing over two decades of industry experience to his roles. His career in financial services began as an Operations Specialist for the CDC Federal Credit Union, later transitioning to wealth management at First Tennessee/First Horizon Bank and Reliance Trust Company.
Victor played a key role in the launch of Advocacy Wealth Management and Advocacy Trust in the early 2010s. He helped Advocacy Trust become the first trust company in Tennessee to turn a profit in de novo status while integrating financial services into the settlement planning industry.
With an array of credentials, including Certified Financial Planner®, Chartered Life Underwriter, Chartered Financial Consultant, and Registered Settlement Planner, Victor has a comprehensive foundation in financial planning. Some of his many skills include tax strategy, income planning, estate planning review, and trust consulting.
In addition to these qualifications, Victor holds various securities registrations, including Series 7, 24, 51, 52, 63, and 65, and he's licensed in life, variable, and health insurance.
Victor graduated from the University of Georgia and served in the US Army. He resides in Woodstock, Georgia with his wife, their two children, and three dogs.