Verified recordInvestment Management

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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Email

1 credit

v•••••••@bogartwealth.com

Phone

5 credits

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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.

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