Victoria Underhill, QPFC is a Financial Advisor with The Mergner Group at Morgan Stanley. She was named to The Pacesetters Club at Morgan Stanley in 2023. She has over a decade of experience in the financial services industry. She began her career with a boutique Broker/Dealer, serving in a number of advisory related and supervisory roles. Before moving to Morgan Stanley, Victoria was the Director of Individual and Corporate Planning with an independent Registered Investment Advisor. In 2023, Victoria earned the Qualified Plan Financial Consultant - QPFC certification, which demonstrates her knowlege and commitment to working with qualified retirement plans in regards to plan administration, compliance, investment, fiduciary, and ethic issues. In addition, she holds the Series 7, 66, 24, 52 and 53 FINRA Registrations.
Victoria is dedicated to help navigate your financial needs, wants and wishes. Leveraging her experience and taking the time to complete a deep dive into what matters most, she will assit you along the journey to identify, achieve and maintain your long-term goals.
Victoria is an active volunteer, working with a number of non-profit organizations who focus on history, mental health and outdoor conservation.