Vicky Vogel-Iturri
Wealth Management Advisor
Merrill Lynch Wealth Management

During Covid, some of Vicky’s clients discovered they could live on less (and therefore not have to work such long hours) and still lead satisfying lives because they had more time to enjoy pleasant experiences with loved ones. This validated the research Vicky had read that, if spent on meaningful experiences, money can indeed buy happiness. But how many of us are mindful about how much we are spending – and on what – vs. how much we truly need to earn to feel secure but also deeply satisfied about our life experience? And how do we know how much we need to save and invest to be secure, without overdoing it and losing precious hours overworking ourselves? Vicky will address these complex questions using case studies from serving her clients over 20 years so you walk away with a plan to discover your own “Happy Money” amount and start analyzing your spending habits to further enrich your life experience.

More about Vicky:

Vicky is a Certified Financial Planner who runs a second-generation wealth management practice at Merrill Lynch.

For 22 years, her practice has attracted professional women and divorcees who crave order and strategy in their overall financial life, as well as attracted pre-retirees who use her as a guide to navigate the key transition of accumulating wealth during their working years to paying themselves in retirement.

She has a passion for educating women about investing and financial planning and has run a women-only seminar series since 2011 called Wine & Wisdom Workshops for Women to create a friendly learning environment where there are no “dumb questions.”

A native of St. Louis, Vicky’s three children keep her and her husband busy on the weekends. When she carves out some “me time,” Vicky enjoys wine tastings, the symphony, hot yoga, golf, and dreaming of their next visit to her in-laws in Spain.