With a remarkable career spanning over four decades in the financial services industry, Vickie brings a wealth of knowledge and skill to her role. With a meticulous and client-first approach, she ensures that each interaction is handled with the utmost care and professionalism. Vickie is known for her proactive and personable approach. She prioritizes getting to know each client on a personal level, fostering strong, trust-based relationships.
As a key member of a team of investment professionals at Towne Wealth Management, Vickie oversees a wide range of administrative duties, such as opening new accounts, managing deposits, and swiftly resolving any issues that may arise. Her diligence and attention to detail allow her to respond swiftly and efficiently to inquiries, ensuring a smooth client experience. She also helps in preparing comprehensive investment reviews and proposals for client meetings, which provide valuable insights for clients as they assess their unique financial goals. Vickie’s enthusiasm, kindness, and dedication make her an invaluable asset to both her team and the clients she serves.
Originally from Macon, Georgia, she now resides in Carrollton, Virginia where she enjoys a close-knit community life with her husband. When she isn’t at work, she enjoys spending quality time with her family.
