Victoria serves as our Wealth Design Specialist & Marketing Coordinator. Victoria holds a Series 6, 63, and 7 registration through Kestra Financial. Victoria’s principal role is to assist Joe Battaglini with all things financial planning related, retirement planning, client account management & transfers, as well as client communication satisfaction. Victoria also assists in helping his team out with technical assistance and operations, as well as working with everyone on all levels of client service and fulfillment.
Victoria graduated from West Chester University with a Bachelor's degree in Business Management, with a focus in Accounting. In her free time she enjoys spending time with her loveable Goldendoodle, LuLu, family and friends!