Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Joel Victory AAMS
LPL Registered Principal | Investment Consultant
Joel Victory has been a practicing investment consultant in the private sector since 2001. In March 2005, he formed Victory Investment Strategies, an independent investment financial services firm and is owner and president.
Michael Victory
LPL Registered Representative | LPL Financial Advisor
Michael W. Victory joined the company in August 2011, bringing seven years’ experience in trading equities. His analytical mind and keen attention to detail enriches the team’s attributes.
Matt Victory
LPL Registered Representative | LPL Financial Advisor
Matthew W. Victory joined the company in January 2015 after spending the previous nine years working in portfolio management at a hedge fund in the New York City area. He is a Financial Advisor with LPL Financial. Matt graduated from...