NEXTBRIDGE WEALTH ADVISORS | WWW.NEXTBRIDGEWEALTH.COM
VICKIE@NEXTBRIDGEWEALTH.COM | (480) 990-9100
About: Vickie is a Partner at NextBridge Wealth Advisors. Early in her career, Vickie wanted to become a trusted advisor for her clients as they faced the complexities of their financial journey. A CERTIFIED FINANCIAL PLANNER practitioner, Vickie believes in open, honest communication with clients to build lifelong relationships. Vickie holds a Bachelor's Degree in Management along with the series 7, 6, and 66 securities licenses and life and health insurance licenses. She is a member of the Financial Planning Association and the National Association of Insurance and Financial Advisors. Vickie will appear in the 2018 edition of Know Phoenix, 150 women you must KNOW and do business with.
Specialties: Vickie helps her clients plan for what's next. She helps clients navigate through transitional events such as a sale of business, retirement, inheritance, death of a loved one, and divorce.
Quote: "Helping my clients make decisions that can shape their future is a privilege– and a responsibility– that I take very seriously."
Connect: Contact Vickie at firstname.lastname@example.org or at (480) 990-9100, or visit her website below!