Vickie plays an integral role in client care in developing, maintaining, and managing new and existing high-net worth client relationships. She oversees the client’s daily administrative duties, including opening of new accounts, management of assets and deposits and any issues that may arise. Vickie also prepares client investment reviews and proposals for client/prospect meetings.
Vickie is part of an eight-person team at Towne Wealth Management. She takes a proactive approach to getting to know each client to better assist them when responding to any inquiries or actions needed.
Vickie has been in the financial services industry since 1978. She is originally from Macon, Georgia and now lives in Carrollton, Virginia with her husband.