Vicki has worked in the financial industry for over 29 years holding many positions.  Vicki started her career in 1979 as a sales assistant with A. G. Edwards and Sons, predecessor of Wells Fargo Advisors.  This was her first job and has served her well.  Her passion for the clients goes beyond the client portfolio.  Vicki has a way of asking questions and concerns of the client in a personal way and together they discover their risk tolerance and ultimately help reach the clients true goals. She has worked for Wells Fargo Advisors off and on for over 10 years and had the opportunity to hold the FRA (Financial Relationship Advisor) for 3 of those years.  Vicki holds a series 7, series 66, licensed Life insurance, health and annuities and holds a long-term care certification.

 

In her spare time when she is not crafting with her grandchildren she enjoys kayaking and trail hiking with her dog. 

Born and raised in South Florida, Alec has always had a strong interest in the financial markets. Combined with his passion for helping others through advice and goal setting, he knew that financial advising was the right path to take his career. Alec earned his bachelor’s degree in finance from the University of Central Florida in 2020. Since then, he has learned and developed many necessary skills for success through past work experiences. Alec holds the Series 7 and Series 66 securities registrations, as well as the Florida Life, Health, and Variable Annuity licenses. He looks forward to providing extraordinary service and continuing his professional growth.

In his free time, Alec enjoys spending time with his friends and family. Some hobbies of his include working out at the gym, relaxing at the pool and beach, traveling and watching various sports and shows.