Victoria Meo

Throughout my career in the financial services industry, I have come to understand one guiding principle that is central to all financial success: keep it simple.

My focus as a financial advisor is what is most important to my clients. Together, we develop financial strategies tailored to their unique needs and define the step-by-step processes that will lead to achievement. Along the way, I walk my clients through each decision, empowering them with the knowledge necessary to confidently plan for success. In life, one thing is guaranteed: change. That is why, once the strategies are in place, I maintain open communication with my clients, modifying their strategies as needed to fit their dynamic lives. Throughout the process, I collaborate with clients’ CPAs, attorneys and other planning professionals to provide a holistic view of my clients’ financial pictures. Whether their goals include preparing for or living in retirement, paying for education or planning for the unexpected or estate considerations, my clients benefit from an established process. We engage the strength of the Edward Jones organization to maximize potential. The amazing Edward Jones team includes thousands of people empowered with advanced technology who work tirelessly to ensure that our service is of the highest quality, with advanced tools, resources and information. I was born into an immigrant family and could not be more proud of my family’s version of the American dream. That experience fuels my desire to help other families live their own dreams and leave a legacy for the next generation. Born and raised in New Jersey, I earned my bachelor's degree and MBA (with a focus in finance and accounting) from Montclair State University. Beyond my degrees, I chose to earn the CFP® certification and the ChFC®, RICP®, AAMS™ and CEPA® designations, all of which help me to better serve my clients. I am also licensed in multiple states and can serve clients and their loved ones nationally. I welcome the opportunity to partner with you to build and maintain effective financial strategies. If you have questions about your finances or want help getting ahead, contact my office today. I look forward to partnering with you.