Merrill Lynch Financial Advisor Vicky Vogel-Iturri 7676 Forsyth Boulevard, Clayton, MO 63105

Merrill Lynch Financial Advisor Vicky Vogel-Iturri is a second-generation wealth management practice located at 7676 Forsyth Boulevard in Clayton, Missouri. Vicky is a CERTIFIED FINANCIAL PLANNER™ professional with nearly two decades of experience, specializing in creating customized retirement income strategies for multigenerational families. She is dedicated to serving as a trusted family advisor, helping clients navigate complex life transitions and pass on wealth to heirs seamlessly through estate planning. Vicky is passionate about empowering women in finance and has been running women-only seminars since 2011.

Vicky's team includes talented individuals committed to building strong client relationships based on trust and personalized service. Debbie Lato, a Registered Senior Wealth Management Client Associate with over 35 years of industry experience, assists Vicky with account administration and client services. Together, they provide personalized financial planning centered on clients' goals and priorities.

At Merrill Lynch Wealth Management, Vicky believes in starting every relationship with a conversation to understand clients' goals and priorities. By utilizing tools like the Investment Personality Assessment, she customizes financial approaches to help clients pursue what matters most to them. With access to investment insights and banking solutions, Vicky works with clients to develop plans designed to manage, grow, and preserve their wealth for the future.

Clients often turn to Vicky when their financial lives become too complex to manage independently, seeking her expertise to alleviate financial stress and make informed decisions based on personal goals. Vicky's dedication to her clients and passion for empowering women in finance make her an essential resource for families seeking comprehensive wealth management services in the Clayton, Missouri area.