Victoria Holcom
Advisor Growth Track - Financial Planner at Bogart Wealth
Based in Fairfax, United States
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Seniority
Manager
Department
Sales & Business Development
Location
Fairfax
Industry
Investment Management
Company size
52
Contact information
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v•••••••@bogartwealth.com
Phone
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Background
About Victoria Holcom
Currently an Associate in the Advisor Growth Track Program at Bogart Wealth in McLean, Virginia. The program goes through three phases within the departments of the firm: Operations, Portfolio Management, and Planning, before moving on to become an Associate Financial Advisor. Victoria completed both phases within the Operations and Portfolio Management departments and has moved to the Planning department to learn more about the Financial Planning process. Her time in both Operations and Portfolio Management has allowed her to work closely and establish relationships with clients, develop research skills within the Finance and Investments field, as well as discover a natural skill and passion for Project Management. Originally from Astoria, Oregon, she moved across the country and obtained a Bachelor’s of Science in Economics with a Minor in Business at George Mason University. Victoria is well known for being an “eager beaver” to learn, problem solve and accomplish tasks at hand. Her passions involve finding new ways to improve personally and professionally while being able to positively impact peers and individuals around her.
Decision-makers
Other people at Bogart Wealth
- ASC-Team
Aleksandr Spencer
Chief Investment Officer · Finance & Accounting
- HFStaff
Hal Frankel
Senior Portfolio Analyst · Finance & Accounting
- STManager
Sandra Terronez
Financial Planning Manager · Finance & Accounting
- BDStaff
Brendon Dashiell
Senior Portfolio Analyst · Finance & Accounting
- MHStaff
Mindy Harbour
Business Development Coordinator · Sales & Business Development
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