Vicki Fitzsimmons, Financial Advisor
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Divorce Finances
  • Special Needs Financial Considerations
  • Business Retirement Plans
  • Retirement Income Strategies

About Vicki

I grew up in a middle-class military family. We moved often and I learned to adapt to change. I also developed a lifelong love of travel and learning about new places. I became independent at a young age and have always been highly motivated to achieve goals.

I decided to become a financial advisor after acting as executor for my father's estate. I experienced first hand what a stressful process it can be when there is not a strategy or plan in place. My goal is to provide clients with planning and preparation to be ready for retirement and other...

Work History

  • Edward JonesSeptember 2005 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Camping
  • Social Responsibility
  • Gardening
  • Cycling
  • Community Outreach

Team Members

  • Peggy Doran
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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