Victoria Nixon
Financial Advisor
Alloy Capital in Silverdale, WA
I have been with Alloy Capital since its inception in 2016. I started as an Administrative Associate, then a Financial Consultant before becoming a Financial Advisor. I worked to learn the ins and outs of the financial services industry from the ground up. As a Financial Advisor, I pride myself and my firm on having a comprehensive, education-focused approach, delivered with constant personal attention and a commitment to our clients' best interests.
Experience
8 years
Specialties
Financial Planning
Retirement Planning
Longevity Planning
Portfolio & Risk Management
Investment Strategies
Licenses / Certifications
SIE
Series 7
Series 66
AAMS™
Education
BA from University of Washington
What inspired you to get into this line of work?
What inspired me to get into financial planning and investment management was seeing the difference I could make in the lives of my clients. We help people plan, save and invest for retirement but we also do so much more than just that. We help people clearly identify their goals for the future- college, traveling, starting a business, buying that vacation home, or whatever is important to you, then customize a plan tailored to your needs, implement and monitor!
What's one piece of insight you wish all families knew?
70% of families lose their wealth by the second generation. By the third generation, that number increases to 90%. Educating yourself and your family, becoming financially literate, and opening up a dialog about money is instrumental when it comes to building and maintaining generational wealth.
What excites you most about working with Addio families?
What most excites me about working with Addio is that they are opening the lines of communication for family's around tough and sensitive subjects. Addio is facilitating conversations, providing resources, and making important life planning tools easily available and convenient.
Schedule a free consultation
Connect with Victoria Nixon and get answers to all your planning questions.
4102 NW Anderson Hill Rd. Silverdale WA 98383
(360)698-4984
Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Alloy Capital is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC.