Victoria Staebler

Background

About Victoria Staebler

Why the Staebler Brady Collins Group at Merrill Lynch Wealth Management? • We are accessible, knowledgeable and experienced. • We focus on goals-based wealth planning advice, aligned with your values. • We are a highly-credentialed resource as you face the most important financial decisions of your life. Who We Serve Best • Families and individuals experiencing a major life transition (death, divorce, retirement, liquidity event), • Multi-generational families, • Professionals, corporate executives, and business owners • Independent women My Professional Highlights • Over 16 years in the tax minimization and wealth management practice at KPMG. • Then 22 years as an investment advisor helping clients reach their financial goals. • CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S, which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. A Few of my Passions • Family and Friends, Golf, Gardening, Cross-Country Skiing, Running and Healthy Eating -I do not provide tax advice in my role at Merrill Lynch Wealth Management-