Vickie S. Garner

Registered Client Service Assistant, RJFS
Towne Wealth Management

Phone: 757-585-2391
5235 Monticello Avenue
Williamsburg, VA 23188

Vickie plays an integral role in client care in developing, maintaining and managing new and existing high-net worth client relationships. She oversees the client’s daily administrative duties, including opening of new accounts, management of assets and deposits and any issues that may arise. Vickie also prepares client investment reviews and proposals for prospect meetings. She takes a proactive approach to getting to know each client to better assist them when responding to any inquiries or actions needed.

Experience and Professional Licenses

Towne Wealth Management, Raymond James Financial Services, Inc. Since 2016
Monarch Bank Private Wealth, Raymond James Financial Services, Inc. 2012 – 2016
SunTrust Investments 2009 – 2012
Wells Fargo Advisors 1978 – 2009

Series 7: General Securities Representative
Series 63:
Uniform Securities Agent
VA Life and Health Insurance