Vicki Marchand 502-394-0400

My Philosophy
I believe one of my most important responsibilities is to understand my clients and to help them understand their financial plan. During turbulent markets, this understanding of what is going on helps reduce stress on all sides . My process is to listen to my clients to discover their current financial situation, help them identify their financial goals, then develop and implement a plan to help them achieve their goals and dreams. My previous experience, as a CPA, gives me another perspective and enhances my ability to work with clients in developing a comprehensive financial plan. 

Securities Registrations & Experience
Series 7, 31, & 66 securities registrations held with LPL Financial,  Securities registration in the following states:  Kentucky, Indiana, Florida, North Carolina
Life and Health insurance licenses in Kentucky, Indiana, and Florida
Financial Advisor with UBS Financial Services – 2001  - 2009
Financial Planner with LPL Financial  2009 – Present

Education
MBA, Bellarmine University                                                                              
Bachelors of Science in Accounting, University of Kentucky

Memberships
Epiphany Catholic Church

Personal
Originally from Henderson, Kentucky, I have lived in Louisville for over twenty-five years.  I enjoy hiking, yard work, UK basketball, and spending time with friends and family.